Dakota Wealth

Asset Manager SEC-registered adviser

Legal name: Dakota Wealth, LLC

Palm Beach Gardens, FL Website LinkedIn X

AUM

$6.9B
Regulatory AUM

Private funds

1
Hedge Fund 1

Private fund assets

$465K
Gross asset value

Employees

91

Last Form D raise

Jan 2024
Most recent fund filing

From SEC Form ADV filing (filed Aug 11, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

B
Bryan Keller
President
Source: SEC Form ADV
P
Peter Raimondi
Chief Executive Officer
Source: SEC Form ADV
T
Timothy Melly
Chief Investment Officer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Persimmon Absolute Return Master Fund, LPHedge Fund$465K$120.4M103Jan 2024Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
297987
SEC file number
801-114097
CIK
1631353

Sources