DAKOTA INVESTMENTS, LLC
CRD #290284 SEC #801-112120 BRYN MAWR, PA (610) 937-5211
SEC Registered
Total AUM
$58.2M
Discretionary
$58.2M
Employees
6
Clients
--
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| DIDOMENICO, DANIEL, THOMAS | I | PRESIDENT AND CCO | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'GRADY, CHRISTOPHER, SCOTT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER AND CCO | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER AND CCO | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| COSTIN, WILLIAM, GILMOR | I | MANAGING MEMBER | E | Control |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A | |
| 337 PARTNERS, INC. | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
| COSTIN, WILLIAM, GILMOR | I | 337 PARTNERS, INC. | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (1)
PA
Address
925 W. LANCASTER AVENUESUITE 220
BRYN MAWR, PA 19010
United States
Phone: (610) 937-5211