DAKOTA INVESTMENTS, LLC
  • DAKOTA INVESTMENTS, LLC
  • MARMONT PARTNERS, LLC

Adviser Profile

As of Date 05/06/2026
Registration SEC, Approved, 12/06/2017
ADV Location BRYN MAWR, PA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 124,775,256 147%
of that, discretionary 124,775,256 147%
Number of Employees 6
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 124,775,256 147%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

125M 107M 89M 71M 53M 36M 18M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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