Dakota Funds Group

Description

• Dakota Funds is an independent distribution group that partners with boutique investment firms to provide early access to capital via a network of large RIAs in order to help launch a mutual fund. Our team then scales the mutual fund over time via our network of Banks, Independent Broker-Dealers, Wirehouses and Consultants.Since our founding in 2006, Dakota has had the privilege to partner with numerous high quality boutique investment management firms. We have been fortunate to play an active role in the successful development of their businesses helping them create collectively ~$90 million in recurring revenue, totaling ~$10 billion in assets. Our Partners mutual funds have consistently ranked as the fastest growing funds in their peer group since the inception of their funds.Service Offerings We Build New Businesses by creating awareness for little-known, boutique investment firms through proven channels We Tell Investment Stories and Sell Strategies that turn firms into well recognized brands We Create and Maintain Relationships that lead to revenue growth for investment strategies We Rely on Well-Oiled Processes to drive new revenue streams from a new set of buyers We specialize in mutual funds, ETFs and separate accounts Our channel focus is on Intermediaries: RIAs, Banks, Broker-Dealers and ConsultantsExperienced Team Team-based sales approach that promotes longevity 9 person sales team 4 senior sales people each with 15+ years of experience 4 junior sales people each with 3+ years of experience 1 internal sales team member
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  Headquarters:379 Lancaster Avenue Suite 11, Haverford, Pennsylvania, United States

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  Phone Number: +1 610-642-1481

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  Website: https://www.dakotafunds.com

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  Employees:11

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  Revenue:$1 - 10M

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  Legal Name:Dakota Funds Group

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• |  NAICS Code: 523930  |

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