Rob Robertson's Contact Details

Rob Robertson's Company Details

dakota

Bryn Mawr, PA, US • 50 - 99 Employees
Financial Services

Dakota provides services and software to help investment firms grow their businesses. Dakota has two business lines: Dakota Investments, where we raise capital for boutique investment firms and Dakota Marketplace, where we provide data and software to help investment firms find investment allocators.What is Dakota Investments?Dakota Investments is a fundraising company (3rd party marketer) for boutique investment managers. Dakota partners with boutique investment managers to help them grow their businesses. Since 2006 Dakota has raised over $35 billion across the Intermediary and Institutional Channels for the following firms: Edgewood (Large Growth), Hamlin (Equity Income), Spyglass (Mid Cap Growth), Hardman Johnston (International Growth), Otter Creek (Long/Short Equity), AREX Capital Management (Long Equity), Matterhorn (Opportunistic Credit), and McMorgan (Global Infrastructure).Dakota's 9-person sales team sells to both the Intermediary and Institutional channels.What is Dakota Marketplace?Dakota Marketplace is a curated and qualified database of investment allocators across both the Intermediary and Institutional channels, including RIAs, MFOs, Family Offices, Bank Trusts, Broker Dealers, Institutional Consultants, OCIOs, Foundations, Endowments, Corporate and Public Pension Funds, Insurance Companies, Fund of Funds plus many more professional investors.