1. Products
  2. Solutions
  3. Insights+
  4. News & content
  5. About
-
  1. Products
  2. Solutions
  3. Insights+
  4. News & content
  5. About
  1. Launch

Dakota Wealth Management

Have updates for this profile?  Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Type

Fund of Hedge Funds Manager

Location

Palm Beach Gardens US

Alternative Asset Classes

HF

Established

1998

Firm Ownership

Independent Firm

Investment Team Staff

Total Staff

-
Dakota Wealth Management was established in 1998 and is a fund of hedge funds managed by way of their acquisition of Persimmon Capital Management. The firm is headquartered in Florida and has offices in the US. The firm delivers sophisticated wealth management solutions to an exclusive group of high-net-worth investors, foundations, endowments and mid-sized institutions. It also creates wealth and preserves capital through the management of a series of hedge funds for the benefit of its clients.
Asset Class No. of Funds Currently Managed Funds Raised in Last 10 Years Est. Dry Powder Strategies
Private Equity - -
Real Estate - -
Private Debt - -
Infrastructure - -
Natural Resources - -
Asset Class No. of Funds Currently Managed AuM Date of AuM Strategies
Hedge Funds 4 Long/Short Equity

Want to see more?

Request a demo for full access to this profile.

15 Known Decision Makers

Contact Name Position Location Email Telephone Asset Class
Chief Development Officer Palm Beach Gardens, US HF
Director ,Investment Solutions Palm Beach Gardens, US HF
Director & Senior Relationship Associate Akron, US HF
Director & Senior Relationship Manager Stillwater, US HF
Director & Senior Wealth Advisor Syracuse, US HF

Showing 5 of 15 known decision makers at Dakota Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a Demo to see more

6 Hedge Funds Managed

Fund Name Share Classes Inception Date Core Strategy Status Latest AUM
Active
Active
Long/Short Equity Liquidated
Long/Short Equity Liquidated
2 Long/Short Equity Active

Showing 5 of 6 hedge funds managed by Dakota Wealth Management

Request a Demo to see more

1 Known Investors

Investor Number of Funds Type City Country Asset Class
1 Private Sector Pension Fund HF

Showing 1 of 1 known investors in Dakota Wealth Management funds

Request a Demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.