Investment adviser · CRD 167990
DAKOTA INVESTMENT ADVISERS LLC
Investment adviser filing (IA)
JERICHO, NY, United States · Form ADV filed Mar 26, 2015
- Regulatory AUM
- $5.63M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2015. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
33 SOUTH SERVICE ROADJERICHO, NY, 11753, United States
CRD 167990
Filing source
Form ADV 897565 · Mar 26, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.