DAKOTA ASSET MANAGEMENT, LLC

DAKOTA ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 283690). Regulatory assets under management: $17.5M.

Registration

• CRD: 283690
• Type: Registered investment adviser
• Phone: (954) 689-2552
• Latest filing: 2026-03-30
• Regulatory AUM: $17.5M
• Discretionary AUM: $17.5M
• Clients: 2
• Accounts: 17

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search