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Dakota Wealth Management
Dakota Wealth Management is a firm founded in 2018 in Palm Beach Gardens, Florida. It provides investment management, wealth and estate planning, and tax...
Overview
Dakota Wealth Management is a firm founded in 2018 in Palm Beach Gardens, Florida. It provides investment management, wealth and estate planning, and tax planning services to individuals, families, and institutions. The firm also offers investment strategies, financial planning, and divorce planning services.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
Palm Beach Gardens, FL, United States
Principals
Peter Raimondi
CEO & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Dakota Wealth Management?
Peter Raimondi founded and leads the firm. As CEO, he sets the investment direction, with a focus on sourcing private-market opportunities for client portfolios. The firm does not publicly list a separate CIO or investment committee membership.
Which asset classes does Dakota prioritize?
The firm concentrates on private credit, real estate, and special-situations/secondaries strategies. Public information does not indicate significant allocations to venture capital or traditional public-equities funds.
What is Dakota's known posture on co-investments alongside external GPs?
Co-investment is central to Dakota's model. The firm structures direct participation in deals originated by institutional managers, allowing clients to invest alongside funds rather than solely through them.
How is Dakota's succession or ownership structured?
No public information describes Dakota's ownership or succession plan. The firm does not disclose whether it operates as a partnership, employee-owned entity, or has external investors.
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