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Analyst Reports

Private Funds Summary - September 2026: Fundraising & Transactions News

Analyst Reports

Private Funds Summary - September 2026: Fundraising & Transactions News

September at a Glance Dakota’s September fundraising news recorded 73 final closes totaling approximately $69.7B, led by ICG’s €12.0B Europe Fund IX. Dakota also tracked 2,186 private capital...

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The Largest Infrastructure ETFs

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The Largest Infrastructure ETFs

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Three infrastructure ETFs now hold more...

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The Largest Evergreen Funds in Private Markets: Q3 2026

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The Largest Evergreen Funds in Private Markets: Q3 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Two Blackstone vehicles hold 70% of the capital in the private markets...

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Top 2021 Vintage Early Stage Venture Capital Funds

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Top 2021 Vintage Early Stage Venture Capital Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000+ funds across...

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Top 10 Late-Stage Consumer DTC Rounds in the AI Discovery Era

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Top 10 Late-Stage Consumer DTC Rounds in the AI Discovery Era

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota Marketplace recorded 2,085 disclosed...

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Do Smaller Buyout Funds Outperform Larger Ones?

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Do Smaller Buyout Funds Outperform Larger Ones?

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access At the median, yes. Across 2010 to 2020 vintage buyout funds in Dakota...

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Top Family Offices in Qatar: 2026 Guide

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Top Family Offices in Qatar: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Qatar's family office market is...

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Top Job Changes: September 2026

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Top Job Changes: September 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Investment professionals change roles at a...

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How to Find Buffer ETF Holders Using 13F Data

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How to Find Buffer ETF Holders Using 13F Data

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo For a team selling a buffer ETF, the most...

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RIA M&A and Investments Roundup: September 2026

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RIA M&A and Investments Roundup: September 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Consolidation in the RIA space accelerated...

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Where to Find ETF Holdings Data: Free vs. Paid Sources

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Where to Find ETF Holdings Data: Free vs. Paid Sources

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every ETF that relies on the SEC's Rule...

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The £211bn uk charity market: how to win assets

eBook

The £211bn uk charity market: how to win assets

UK charities hold roughly £211bn (~$282bn) in investable assets across 1,600+ Dakota-tracked accounts, and half of it sits with the top 20 holders. Most of that capital is reached through a handful...

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The Largest Private Credit Funds and How They've Performed

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The Largest Private Credit Funds and How They've Performed

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000+ funds across...

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How Private Fund Benchmarks Are Actually Built (And Where They Go Wrong)

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How Private Fund Benchmarks Are Actually Built (And Where They Go Wrong)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Every quartile table starts as a pile of individual fund records. Dakota...

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How to Raise Capital Outside the US: 10 Rules for Every Market

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How to Raise Capital Outside the US: 10 Rules for Every Market

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Raising capital outside the US looks simple...

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Global LP, GP, and Private Company Data: What Complete Coverage Actually Looks Like

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Global LP, GP, and Private Company Data: What Complete Coverage Actually Looks Like

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo At Dakota's Data Summit in Philadelphia,...

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Top 10 Sovereign Wealth Funds in Asia-Pacific: 2026 Guide

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Top 10 Sovereign Wealth Funds in Asia-Pacific: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Temasek's portfolio reached S$518 billion...

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Top 10 Private Equity Firms in Sydney: 2026 Guide

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Top 10 Private Equity Firms in Sydney: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access 1. Anchorage Capital Partners Overview: With $13.8 billion in assets...

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Top 10 Family Offices in South Korea: 2026 Guide

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Top 10 Family Offices in South Korea: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The largest family offices in South Korea...

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How to Set Up Report Subscriptions and Scheduled PDFs in Dakota Marketplace

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How to Set Up Report Subscriptions and Scheduled PDFs in Dakota Marketplace

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top Public Plan Commitments in September 2026

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Top Public Plan Commitments in September 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Public pension commitment activity tracked...

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Does Fund Size Affect Private Equity Performance?

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Does Fund Size Affect Private Equity Performance?

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access In Dakota Private Markets, the median US lower middle market buyout fund...

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Where to Find TVPI Data for Private Equity Funds

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Where to Find TVPI Data for Private Equity Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A fundraiser is two days out from an LP meeting and needs to know where...

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How Dakota Travels NYC: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels NYC: Client-Ready Places to Stay, Meet, and Eat

Data sourced from Dakota Recommends, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Buy it Here Business travel leaves little room for...

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Who Picks the Sub-Advisor? Mapping the Decision-Makers Behind Europe's UCITS Platforms

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Who Picks the Sub-Advisor? Mapping the Decision-Makers Behind Europe's UCITS Platforms

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo At a European UCITS platform, the...

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Top 10 Family Offices in Australia: 2026 Guide

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Top 10 Family Offices in Australia: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Australia's family office market...

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The Top Investment RFPs Announced in September 2026

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The Top Investment RFPs Announced in September 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Six US public pension systems disclosed...

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How to Build a Fundraising Territory Plan Around Wirehouse Advisor Teams

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How to Build a Fundraising Territory Plan Around Wirehouse Advisor Teams

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Selling into the financial advisor channel...

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The Largest Venture Capital Funds and Performance vs Small Venture Capital Funds

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The Largest Venture Capital Funds and Performance vs Small Venture Capital Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The fundraising environment in venture capital continues to concentrate...

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EliseAI Raises $350 Million at $4 Billion Valuation, Signaling That Vertical AI Has Arrived in Housing and Healthcare

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EliseAI Raises $350 Million at $4 Billion Valuation, Signaling That Vertical AI Has Arrived in Housing and Healthcare

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access EliseAI has closed a $350 million funding round at a $4 billion...

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Best Practices for Creating Private Fund Performance Benchmarks

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Best Practices for Creating Private Fund Performance Benchmarks

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access In Dakota's US private equity data, the top-quartile net IRR threshold...

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: September 28 - October 1, 2026

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: September 28 - October 1, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo AI tools like Claude and ChatGPT can now...

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Top 10 Sovereign Wealth Funds in Saudi Arabia: 2026 Guide

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Top 10 Sovereign Wealth Funds in Saudi Arabia: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Saudi Arabia's Public Investment Fund...

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September 2026 Financial Advisor Moves: Who Changed Firms This Month?

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September 2026 Financial Advisor Moves: Who Changed Firms This Month?

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The Midwest led September advisor...

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Top 10 New Form D Filings (September 28 - October 1)

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Top 10 New Form D Filings (September 28 - October 1)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Each week, we review the latest Form D...

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How European Institutional Fundraising Differs From the US: 2026 Guide

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How European Institutional Fundraising Differs From the US: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo US fund managers raising capital in Europe...

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How to Use Job Change Tracking to Get Back in Touch With Allocators

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How to Use Job Change Tracking to Get Back in Touch With Allocators

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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The Top 10 Fixed Income ETFs Held by RIAs

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The Top 10 Fixed Income ETFs Held by RIAs

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every quarter, institutional investment...

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What's New in Dakota Marketplace: Key Product Updates and Features Added in September 2026

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What's New in Dakota Marketplace: Key Product Updates and Features Added in September 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Fund Launches and LP/GP Moves: Week of Sept 28, 2026

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Fund Launches and LP/GP Moves: Week of Sept 28, 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Valor Equity Partners Files for First Dedicated National Security Fund...

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Where the Allocators Will Be: Key Events, October 2026 to June 2027

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Where the Allocators Will Be: Key Events, October 2026 to June 2027

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota Marketplace's conference database...

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Top 10 Companies Likely to Transact (September 28 - October 1)

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Top 10 Companies Likely to Transact (September 28 - October 1)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Tracking when private companies are nearing a sale, recap, or financing...

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Where to Find Private Equity Fund Performance Data

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Where to Find Private Equity Fund Performance Data

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Private equity funds do not publish their returns the way public funds...

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The Top 10 US Large Cap ETFs Held by RIAs

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The Top 10 US Large Cap ETFs Held by RIAs

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every quarter, institutional investment...

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Who Owns Covered Call ETFs? The Top 10 Holders in 2026

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Who Owns Covered Call ETFs? The Top 10 Holders in 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo LPL holds $424.1 million in covered call...

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How to Save Filtered Lists Across Your CRM Integration With My Lists

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How to Save Filtered Lists Across Your CRM Integration With My Lists

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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2017 Vintage Large Buyout Private Equity Funds

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2017 Vintage Large Buyout Private Equity Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000+ funds across...

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The 10 Largest Buyout Funds, Ranked by Performance: 2026 Insights

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The 10 Largest Buyout Funds, Ranked by Performance: 2026 Insights

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Only one of the 10 largest buyout funds in Dakota Private Markets ranks...

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The 10 Most Widely Held ETFs Among RIAs

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The 10 Most Widely Held ETFs Among RIAs

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Every quarter, institutional investment...

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How Long Does It Take Private Equity Funds to Reach DPI of 1.0x?

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How Long Does It Take Private Equity Funds to Reach DPI of 1.0x?

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The median private equity fund takes about a decade to return the...

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How Dakota Travels Washington, D.C.: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels Washington, D.C.: Client-Ready Places to Stay, Meet, and Eat

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Business travel leaves little room for...

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How RIAs Use ETFs

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How RIAs Use ETFs

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota Marketplace tracks 167,900+ ETF...

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Why Most Private Market Benchmarks Fall Short

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Why Most Private Market Benchmarks Fall Short

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Most of the conversation about private market benchmarks is about...

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BDC Ownership by RIAs: Which Private Credit Vehicles Advisors Hold Most

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BDC Ownership by RIAs: Which Private Credit Vehicles Advisors Hold Most

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo A wealth advisor's client wants private...

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The 5 Steps for Private Fund Due Diligence

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The 5 Steps for Private Fund Due Diligence

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Due diligence, the necessary evil of private fund investing. It's the...

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How Allocators Use Dakota's Performance Data During Manager Due Diligence

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How Allocators Use Dakota's Performance Data During Manager Due Diligence

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A GP's pitch deck shows a clean net IRR and a top quartile TVPI, and the...

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What LGPS Funds Are Buying in 2026: Appointments, Terminations, and Live Searches

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What LGPS Funds Are Buying in 2026: Appointments, Terminations, and Live Searches

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo LGPS manager activity in 2026 is running at...

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How to Use 13F and ETF Data to Prospect Based on Real Holdings

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How to Use 13F and ETF Data to Prospect Based on Real Holdings

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top 10 Private Equity Firms in Frankfurt: 2026 Guide

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Top 10 Private Equity Firms in Frankfurt: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Frankfurt is not just Germany's financial capital and home to the...

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Top 10 Private Equity Firms in San Francisco: 2026 Guide

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Top 10 Private Equity Firms in San Francisco: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access San Francisco stands out as one of the most compelling markets for...

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Top 10 Transactions (September 14 - 25)

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Top 10 Transactions (September 14 - 25)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The private company data space is vast, fragmented, and often...

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How to Read a Private Fund Quarterly Report: What Allocators Look For

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How to Read a Private Fund Quarterly Report: What Allocators Look For

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Quarterly reports from private fund managers arrive regularly, but...

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5 Questions GPs Always Ask About Dakota's API and MCP (Answered)

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5 Questions GPs Always Ask About Dakota's API and MCP (Answered)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Why These Questions Keep Coming Up Dakota...

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How Dakota Verifies Performance Data Before It Ever Reaches a Client

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How Dakota Verifies Performance Data Before It Ever Reaches a Client

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A percentile ranking is only as reliable as the records underneath it....

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Which RIAs Own the Most Private Credit ETFs?

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Which RIAs Own the Most Private Credit ETFs?

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Gradient Investments holds $26.2 million in...

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10 Things You Didn't Know the Dakota Salesforce App Could Do

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10 Things You Didn't Know the Dakota Salesforce App Could Do

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Most firms that use our Marketplace for...

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Top 10 Family Offices in Denmark: 2026 Guide

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Top 10 Family Offices in Denmark: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Denmark's family office market concentrates...

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Vintage Year Performance: Why It Matters More Than the Fund's Name

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Vintage Year Performance: Why It Matters More Than the Fund's Name

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access When allocators evaluate private funds, brand gets most of the...

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Private Credit Benchmarks Look Steadier Than Private Equity's. That's Exactly Why They're Easy to Misread.

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Private Credit Benchmarks Look Steadier Than Private Equity's. That's Exactly Why They're Easy to Misread.

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The dispersion is narrower and the distributions are faster, but the...

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2026 Public Pension Fee Report: Trends in PE, Credit, and Infrastructure

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2026 Public Pension Fee Report: Trends in PE, Credit, and Infrastructure

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A trustee asks the consultant a simple question at the quarterly...

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: September 21 - 25, 2026

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: September 21 - 25, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo AI tools like Claude and ChatGPT can now...

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10 Takeaways from The Dakota Way Sales Coaching

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10 Takeaways from The Dakota Way Sales Coaching

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo New fundraisers get 18 months to prove...

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Audax Private Equity Sells GCG to Rexel

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Audax Private Equity Sells GCG to Rexel

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Seven realizations announced or closed in a single calendar year is not...

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How to Build Custom Prospecting Reports Without Filters Using Dakota Joe

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How to Build Custom Prospecting Reports Without Filters Using Dakota Joe

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top 10 New Form D Filings (September 21 - 25)

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Top 10 New Form D Filings (September 21 - 25)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Each week, we review the latest Form D...

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Why Public Pension Funds Are Under Pressure to Cut Investment Fees

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Why Public Pension Funds Are Under Pressure to Cut Investment Fees

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A CIO stands in front of a pension board that just posted a funded ratio...

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Top 2019 Vintage Corporate Lending Private Credit Funds

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Top 2019 Vintage Corporate Lending Private Credit Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000+ funds across...

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Top 10 Private Equity Firms in Washington, DC: 2026 Guide

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Top 10 Private Equity Firms in Washington, DC: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Washington, D.C. is not just the political capital of the United States,...

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Top 10 Companies Likely to Transact (September 21 - 25)

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Top 10 Companies Likely to Transact (September 21 - 25)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Tracking when private companies are nearing a sale, recap, or financing...

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How the Nearby Accounts Feature on the Marketpace for Salesforce App Helps You Plan Smarter Territory Visits

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How the Nearby Accounts Feature on the Marketpace for Salesforce App Helps You Plan Smarter Territory Visits

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Let’s say you have a meeting booked in...

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Dakota's MCP Connector: Access to Marketplace Data in Claude, ChatGPT, or Copilot

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Dakota's MCP Connector: Access to Marketplace Data in Claude, ChatGPT, or Copilot

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo For fundraisers, sales teams, and investor...

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Strategy-Level vs. Asset-Class-Level Benchmarks: Choosing the Right Comparison

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Strategy-Level vs. Asset-Class-Level Benchmarks: Choosing the Right Comparison

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A GP raising a $400 million lower-middle-market buyout fund sends a deck...

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Defense ETF Ownership

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Defense ETF Ownership

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Defense and aerospace ETFs have drawn...

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How to Find Newly Launched Private Funds Using Form D Data

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How to Find Newly Launched Private Funds Using Form D Data

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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RIA M&A Review 2026: Deal Trends, Top Acquirers, and H2 Outlook

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RIA M&A Review 2026: Deal Trends, Top Acquirers, and H2 Outlook

Hosts Chris LeRoy and Alex deMarco break down Dakota Marketplace's first-half 2026 RIA M&A data, finding a market running at a steady, elevated clip: 205 announced US transactions through June 30,...

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The Dakota Way Sales Coaching: September 24, 2026

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The Dakota Way Sales Coaching: September 24, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Hosted by Gui Costin, Founder & CEO, Dakota...

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What Is Data Governance in Asset Management (and Why It's the Real AI Accelerant)

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What Is Data Governance in Asset Management (and Why It's the Real AI Accelerant)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo One asset manager audited its CRM and found...

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Private Real Estate Fund Performance Benchmarks: 2026 Data

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Private Real Estate Fund Performance Benchmarks: 2026 Data

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The 2021 vintage of private real estate funds carries a 1.10x median...

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Uranium and Nuclear Energy ETF Ownership Trends

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Uranium and Nuclear Energy ETF Ownership Trends

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Uranium ETFs pulled in roughly $834 million...

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Top Family Offices Making Direct Investments: August 2026

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Top Family Offices Making Direct Investments: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Family office direct investment activity is...

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Who Manages UK Charity Money? The 2026 Manager League Table

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Who Manages UK Charity Money? The 2026 Manager League Table

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The UK charity investment managers with the...

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Top 10 Family Offices in Spain: 2026 Guide

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Top 10 Family Offices in Spain: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Spain's family office market concentrates...

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The Top 10 Private Equity Firms in Charlotte: 2026 Guide

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The Top 10 Private Equity Firms in Charlotte: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Charlotte has grown into one of the Southeast's most active private...

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How Allocators Use Track Record Data When Evaluating Emerging Managers

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How Allocators Use Track Record Data When Evaluating Emerging Managers

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Emerging managers occupy a unique and often misunderstood corner of...

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Top 10 Public Pension Commitments in Q2 2026

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Top 10 Public Pension Commitments in Q2 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Public pension systems committed $78.1...

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How Fee Structures Differ Across Private Equity, Credit, Real Estate, and Infrastructure

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How Fee Structures Differ Across Private Equity, Credit, Real Estate, and Infrastructure

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Every private market vehicle, whatever the strategy, prices itself with...

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Top 10 Sectors Family Offices Invest In: August 2026

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Top 10 Sectors Family Offices Invest In: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Family office direct investment activity...

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Top 10 Private Equity Firms in Dubai: 2026 Guide

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Top 10 Private Equity Firms in Dubai: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dubai has emerged as a leading global hub for private equity due to its...

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Top 10 New RIAs Added to Dakota Marketplace: August 2026

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Top 10 New RIAs Added to Dakota Marketplace: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo We are pleased to present the Monthly...

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How to Find Pacing Searches Before They Go Public

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How to Find Pacing Searches Before They Go Public

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Sample Size and Benchmark Reliability: How Many Funds Is Enough?

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Sample Size and Benchmark Reliability: How Many Funds Is Enough?

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Most benchmark slides quote a fund count as if a bigger number...

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Top 5 RIA Platforms Reportedly Exploring a Sale in 2026

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Top 5 RIA Platforms Reportedly Exploring a Sale in 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The largest platforms in the RIA space are...

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Infrastructure Fund Performance by Vintage Year: 2026 Benchmarks

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Infrastructure Fund Performance by Vintage Year: 2026 Benchmarks

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on hundreds of private...

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The Five Data Points Every LP Should Pull Before a First Meeting With a GP

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The Five Data Points Every LP Should Pull Before a First Meeting With a GP

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The first meeting with a GP sets the tone for everything that follows....

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What Happens to Your Data When You Connect a Third-Party Tool to Outlook

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What Happens to Your Data When You Connect a Third-Party Tool to Outlook

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Connecting a tool to your work email raises...

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Sovereign Wealth Funds and Family Offices: Where the Two Overlap

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Sovereign Wealth Funds and Family Offices: Where the Two Overlap

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Sovereign wealth funds now manage $15.1...

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Top FAQs About Linking and Syncing in Dakota Marketplace

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Top FAQs About Linking and Syncing in Dakota Marketplace

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Connecting your CRM to Dakota Marketplace...

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Top 10 Family Offices in Netherlands: 2026 Guide

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Top 10 Family Offices in Netherlands: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The Netherlands' family office market...

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Dakota Marketplace for Salesforce Webinar: CRM Integration Recap

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Dakota Marketplace for Salesforce Webinar: CRM Integration Recap

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Watch The Replay | Post-Call Notes...

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Dakota Marketplace for DealCloud Webinar: CRM Integration Recap

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Dakota Marketplace for DealCloud Webinar: CRM Integration Recap

Data sourced from Dakota 's DealCloud CRM Integration with Marketplace, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Watch The Replay |...

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Dakota Marketplace for HubSpot Webinar: CRM Integration Recap

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Dakota Marketplace for HubSpot Webinar: CRM Integration Recap

Data sourced from Dakota 's HubSpot CRM Integration with Marketplace, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Watch The Replay |...

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Top 10 Investors in Saudi Arabia: 2026 Guide

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Top 10 Investors in Saudi Arabia: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The top investors in Saudi Arabia for fund...

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Top Evergreen Fund Databases for 2026

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Top Evergreen Fund Databases for 2026

Database referenced is Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Sourcing reliable data on evergreen funds is harder than ever. With...

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Peer Group Construction: Why Your Benchmark Might Be Comparing Apples to Oranges

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Peer Group Construction: Why Your Benchmark Might Be Comparing Apples to Oranges

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The Shift A fund can be top-quartile in one benchmark and...

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 14 - 18, 2026

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 14 - 18, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo AI tools like Claude and ChatGPT can now...

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Top Databases for Raising Capital from UK Charities: 2026 Guide

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Top Databases for Raising Capital from UK Charities: 2026 Guide

Database referenced is Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo There are 171,539 registered charities...

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Brookfield's $2.8B Take-Private of Reliance Worldwide

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Brookfield's $2.8B Take-Private of Reliance Worldwide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Brookfield's $2.8B Take-Private of Reliance Worldwide: What the Deal...

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Dakota Recommends: Where to Stay, Meet, and Eat in Chicago

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Dakota Recommends: Where to Stay, Meet, and Eat in Chicago

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Buy it Here Business travel leaves little room for...

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How to Query Dakota Marketplace Data Directly Inside Claude, ChatGPT, and Copilot

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How to Query Dakota Marketplace Data Directly Inside Claude, ChatGPT, and Copilot

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top 10 New Form D Filings (September 14 - 18)

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Top 10 New Form D Filings (September 14 - 18)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Each week, we review the latest Form D...

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10 Takeaways on Cold Outreach and CRM Discipline for Emerging Managers

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10 Takeaways on Cold Outreach and CRM Discipline for Emerging Managers

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo In Episode 47 of the Emerging Manager...

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August 2026 Law Firm League Table

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August 2026 Law Firm League Table

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Private markets legal advisory activity pulled back sharply in August...

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August 2026 Investment Bank League Table

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August 2026 Investment Bank League Table

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Private markets advisory activity pulled back sharply at the top of the...

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DPI vs. RVPI: How Allocators Actually Read a Fund's Track Record

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DPI vs. RVPI: How Allocators Actually Read a Fund's Track Record

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Walk into any LP meeting and someone will mention a fund's "multiple."...

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Top 10 Companies Likely to Transact (September 14 - 18)

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Top 10 Companies Likely to Transact (September 14 - 18)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Tracking when private companies are nearing a sale, recap, or financing...

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Top 5 Private Equity Sponsors Fueling RIA Consolidation in Q2 2026

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Top 5 Private Equity Sponsors Fueling RIA Consolidation in Q2 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Roughly 70% to 75% of Q2 2026's wealth...

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Management Fees vs. Carried Interest: What Public Pension Disclosures Actually Show

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Management Fees vs. Carried Interest: What Public Pension Disclosures Actually Show

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Maryland's state pension system reported...

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Venture Capital Fund Performance by Vintage Year: 2026 Benchmarks

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Venture Capital Fund Performance by Vintage Year: 2026 Benchmarks

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000 funds across...

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Top 10 Things for Hosting an Event

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Top 10 Things for Hosting an Event

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota has run more than 30 events a year...

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Active ETF Ownership Trends

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Active ETF Ownership Trends

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Active ETFs are attracting more assets as...

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Top 10 Information Technology Transactions: August 2026

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Top 10 Information Technology Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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The Power of the Weekly Check-In: Keeping Your Partners in the Loop

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The Power of the Weekly Check-In: Keeping Your Partners in the Loop

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo If you’re in investment sales, you know...

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How to Find and Verify Family Office Coverage in Dakota Marketplace

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How to Find and Verify Family Office Coverage in Dakota Marketplace

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top 10 Material Transactions: August 2026

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Top 10 Material Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Top 10 Consumer Staple Transactions: August 2026

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Top 10 Consumer Staple Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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5 Roadblocks Stopping Your Firm From Hosting Its First Event

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5 Roadblocks Stopping Your Firm From Hosting Its First Event

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota now runs more than 30 events a year....

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What Is an Evergreen Fund? Definition, Structure, and Why Benchmarking Is So Difficult

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What Is an Evergreen Fund? Definition, Structure, and Why Benchmarking Is So Difficult

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Across private equity, private credit, real estate, and hybrid...

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Dividend ETF Ownership Trends

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Dividend ETF Ownership Trends

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dividend-focused ETFs pulled in $34.25...

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Top 10 Largest LGPS Funds in the UK: 2026 Guide

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Top 10 Largest LGPS Funds in the UK: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The largest LGPS funds in 2026 are the...

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Top 10 Family Offices in Norway: 2026 Guide

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Top 10 Family Offices in Norway: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Norway's family office market concentrates...

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Top 10 Real Estate Transactions: August 2026

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Top 10 Real Estate Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Top 10 Industrial Transactions: August 2026

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Top 10 Industrial Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Fund-Level vs. Firm-Level Performance: Two Numbers That Get Conflated Constantly

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Fund-Level vs. Firm-Level Performance: Two Numbers That Get Conflated Constantly

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access A manager pitches a 28% net IRR. An allocator asks which fund. The...

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What Public Pension Fee Disclosure Actually Looks Like: A Plan-by-Plan Guide

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What Public Pension Fee Disclosure Actually Looks Like: A Plan-by-Plan Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Public pension funds collectively manage more than $2.3 trillion in...

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Dakota Marketplace Product Roadmap Webinar: Q3 2026 Recap

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Dakota Marketplace Product Roadmap Webinar: Q3 2026 Recap

Database referenced is Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Watch The Replay | Post-Call Notes...

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IRR in Private Equity: What It Is, How It's Calculated, and Why Allocators Are Skeptical

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IRR in Private Equity: What It Is, How It's Calculated, and Why Allocators Are Skeptical

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access IRR is one of the most commonly cited numbers in private equity, and one...

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How Many People Should Be at Your Next Client Event? A Headcount Benchmark by Market Size

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How Many People Should Be at Your Next Client Event? A Headcount Benchmark by Market Size

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo There's No Universal Right Number Across...

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Top 5 Public Pension Allocator Moves in Q2 2026

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Top 5 Public Pension Allocator Moves in Q2 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Public pensions committed $78.1 billion to...

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Private Credit vs. Private Equity Performance: Which Delivers Better Returns?

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Private Credit vs. Private Equity Performance: Which Delivers Better Returns?

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Private equity delivered the higher median...

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How Dakota Travels Boston: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels Boston: Client-Ready Places to Stay, Meet, and Eat

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Buy it Here Business travel leaves little room for...

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Top Sovereign Wealth Funds: 2026 Guide

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Top Sovereign Wealth Funds: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Sovereign wealth funds are no longer...

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Top 10 Private Equity Firms in Stockholm: 2026 Guide

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Top 10 Private Equity Firms in Stockholm: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The data behind this guide comes from Dakota Marketplace, the global...

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How to Route Dakota's News Feed Directly Into Your Own Systems

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How to Route Dakota's News Feed Directly Into Your Own Systems

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top Job Changes: August 2026

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Top Job Changes: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Investment professionals change roles at a...

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Top 10 Financial Transactions: August 2026

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Top 10 Financial Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Top 10 Utility Transactions: August 2026

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Top 10 Utility Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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The Emerging Manager Growth Show Episode #47

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The Emerging Manager Growth Show Episode #47

Every Email Is a Marketing Email: The Cold Outreach Playbook for Emerging Managers Hosted by Gui Costin, Founder & CEO, Dakota and Tim Dolan, Vice President, Institutional Sales, Dakota Watch on...

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Top 10 Transactions (August 31 - September 11)

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Top 10 Transactions (August 31 - September 11)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The private company data space is vast, fragmented, and often...

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Top Three Forces Driving Demand for Evergreen Fund Benchmarks

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Top Three Forces Driving Demand for Evergreen Fund Benchmarks

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access If your team is trying to benchmark an evergreen fund right now, you...

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Top 5 Private Equity Trends From Public Pensions in Q2 2026

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Top 5 Private Equity Trends From Public Pensions in Q2 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Private equity pulled in $27.6 billion from...

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Top 10 Most Active RIA Consolidation Platforms in Q2 2026

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Top 10 Most Active RIA Consolidation Platforms in Q2 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Dakota tracked 103 announced US wealth...

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Link vs. Create: How Dakota's CRM Integration Keeps Your Data Clean

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Link vs. Create: How Dakota's CRM Integration Keeps Your Data Clean

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo When investment firms first connect...

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Where the Capital Is Actually Going: Secondaries and GP Stakes

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Where the Capital Is Actually Going: Secondaries and GP Stakes

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The Shift The US venture secondary market...

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Top 3 Best Practices for Entering Performance Data

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Top 3 Best Practices for Entering Performance Data

Allocators increasingly screen and shortlist managers through the databases and platforms they already use, often well before a first meeting gets scheduled. A track record that lives only in a pitch...

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Top 10 Family Offices in Italy: 2026 Guide

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Top 10 Family Offices in Italy: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Italy's family office market concentrates...

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Top 10 Consumer Discretionary Transactions: August 2026

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Top 10 Consumer Discretionary Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Top Communication Services Transactions: August 2026

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Top Communication Services Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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Top Continuation Vehicles Added to Dakota Marketplace: August 2026

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Top Continuation Vehicles Added to Dakota Marketplace: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Continuation vehicles have become one of...

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The Private Fund Multiples Benchmark: TVPI, DPI, and the RVPI Nobody Publishes

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The Private Fund Multiples Benchmark: TVPI, DPI, and the RVPI Nobody Publishes

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access The median private equity fund carries a TVPI of 1.53x. The median...

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 7 - 11, 2026

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 7 - 11, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo AI tools like Claude and ChatGPT can now...

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Eli Lilly Completes Acquisition of AtaiBeckley for Up to $3.8 Billion

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Eli Lilly Completes Acquisition of AtaiBeckley for Up to $3.8 Billion

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Eli Lilly has closed its acquisition of AtaiBeckley, a clinical-stage...

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How Dakota Travels San Francisco: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels San Francisco: Client-Ready Places to Stay, Meet, and Eat

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Buy it Here Business travel leaves little room for...

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How to Find and Filter Performance-Based Fee Data in Dakota Marketplace

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How to Find and Filter Performance-Based Fee Data in Dakota Marketplace

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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Top 10 New Form D Filings (September 7 - 11)

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Top 10 New Form D Filings (September 7 - 11)

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Each week, we review the latest Form D...

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Top 10 Energy Transactions: August 2026

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Top 10 Energy Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request AccessTop 10 Energy Transactions: August 2026 For deal sourcers, staying...

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Top 10 Health Care Transactions: August 2026

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Top 10 Health Care Transactions: August 2026

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access For deal sourcers, staying current on private company activity is...

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RIA M&A and Investments Roundup: August 2026

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RIA M&A and Investments Roundup: August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Consolidation in the RIA space cooled in...

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2020 Vintage Early Stage Venture Capital Funds

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2020 Vintage Early Stage Venture Capital Funds

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Dakota Private Markets tracks performance on over 16,000+ funds across...

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Top 10 Private Equity Firms in Los Angeles: 2026 Guide

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Top 10 Private Equity Firms in Los Angeles: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Los Angeles sits at a rare intersection of economic scale and investor...

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Why RIAs Are Buying AI ETFs: What Dakota's 13F Data Shows

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Why RIAs Are Buying AI ETFs: What Dakota's 13F Data Shows

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Hyperscaler AI capital spending topped $700...

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What Is a Private Fund TVPI and Why It Matters to Allocators

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What Is a Private Fund TVPI and Why It Matters to Allocators

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access If you spend any time evaluating private fund managers, you've seen TVPI...

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Why Private Fund Performance Benchmarks Are So Hard to Find

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Why Private Fund Performance Benchmarks Are So Hard to Find

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access If you're investing in private equity, venture capital, private credit,...

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Top 10 Companies Likely to Transact (September 8 - 11)

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Top 10 Companies Likely to Transact (September 8 - 11)

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Tracking when private companies are nearing a sale, recap, or financing...

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The Post-Event Follow-Up Sequence That Converts Attendees Into Meetings

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The Post-Event Follow-Up Sequence That Converts Attendees Into Meetings

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Warm first, ask second. That single rule...

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How to Use Forecasted Transactions to Get Ahead of Deal Activity by Sector

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How to Use Forecasted Transactions to Get Ahead of Deal Activity by Sector

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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How Dakota Travels LA: Client-Ready Places to Stay, Meet, and Eat

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How Dakota Travels LA: Client-Ready Places to Stay, Meet, and Eat

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Buy it Here Business travel leaves little room for...

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Top Public Plan Commitments in August 2026

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Top Public Plan Commitments in August 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Pension commitment disclosures accelerated...

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Common Mistakes Made When Entering Private Fund Performance Data

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Common Mistakes Made When Entering Private Fund Performance Data

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Private fund performance data often arrives in different formats, from...

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Inside 13F Filings: Who's Actually Holding the Biggest ETF Positions in 2026

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Inside 13F Filings: Who's Actually Holding the Biggest ETF Positions in 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Charles Schwab Investment Advisory reported...

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The Six LGPS Pools: A 2026 Guide for Fund Managers

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The Six LGPS Pools: A 2026 Guide for Fund Managers

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo The LGPS pools in 2026 are six asset pools...

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Top 10 Family Offices in Sweden: 2026 Guide

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Top 10 Family Offices in Sweden: 2026 Guide

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Sweden's family office market concentrates...

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The Room Does the Selling: How Dakota Picks Venues, Fills the Room, and Follows Up After Dakota Cocktails

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The Room Does the Selling: How Dakota Picks Venues, Fills the Room, and Follows Up After Dakota Cocktails

Hosted by Catherine Begier, Chief Marketing Officer and Dominique Mortelliti, Account Executive & Studio Sales Representative Watch on YouTube | Listen on Spotify Executive Summary Dakota now runs...

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Private Equity Fees: Why "2 and 20" Isn't the Standard Anymore

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Private Equity Fees: Why "2 and 20" Isn't the Standard Anymore

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Private Equity Fees: Why "2 and 20" Isn't the Standard Anymore "Two and...

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Top 10 Private Equity Firms in Boston: 2026 Guide

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Top 10 Private Equity Firms in Boston: 2026 Guide

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Boston is one of the most important financial centers in the United...

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Top 10 Private Equity Firms in Switzerland: 2026 Rankings & Insights

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Top 10 Private Equity Firms in Switzerland: 2026 Rankings & Insights

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Switzerland has long been a magnet for global capital, and it's easy to...

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How to Link Existing Salesforce Records to Dakota Without Creating Duplicates

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How to Link Existing Salesforce Records to Dakota Without Creating Duplicates

Data sourced from Dakota Marketplace for Salesforce, the global LP and GP intelligence platform trusted by investment professionals. Learn More | Book a Demo Your Salesforce is one of your firm's...

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Median Private Fund DPI by Asset Class: 2026 Benchmark Data

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Median Private Fund DPI by Asset Class: 2026 Benchmark Data

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Distributions have become one of the most closely watched measures in...

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How to Use Ask Dakota to Keep Your Account Data Accurate

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How to Use Ask Dakota to Keep Your Account Data Accurate

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo Fundraising and raising capital is hard....

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What Is a J-Curve in Private Equity and How Long Does It Last?

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What Is a J-Curve in Private Equity and How Long Does It Last?

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access If you've ever looked at a young PE fund's performance and wondered why...

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Why Lack of Standardized Reporting Makes Private Fund Benchmarks So Difficult

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Why Lack of Standardized Reporting Makes Private Fund Benchmarks So Difficult

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Ask two managers for the same fund's TVPI and you can get two different...

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Why Evergreen Funds Are Winning Allocator Attention

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Why Evergreen Funds Are Winning Allocator Attention

Data sourced from Dakota Private Markets, the private fund performance platform powered by Dakota. Learn More | Request Access Perpetual fund AUM for individual investors in the U.S. grew from $46...

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 4, 2026

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What We Learned Today Using Claude With Data Connected from Dakota Marketplace: August 31 - September 4, 2026

Data sourced from Dakota Marketplace, the global LP and GP intelligence platform trusted by thousands of investment professionals. Learn More | Book a Demo AI tools like Claude and ChatGPT can now...

Analyst Reports

Dakota June 2025 Healthcare Report

Analyst Reports

Dakota June 2025 Healthcare Report

Dakota's June 2025 Healthcare Transactions Report offers a data-rich analysis of healthcare deal activity, investment trends across key verticals, and emerging themes shaping capital deployment, all...

Analyst Reports

Dakota Q2 2025 Institutional Allocation Summary Report

Analyst Reports

Dakota Q2 2025 Institutional Allocation Summary Report

The Dakota Q2 2025 Public Pension Allocations Report offers a data-rich analysis of institutional capital deployment, asset class trends, and themes driving allocation behavior, all to deliver...

Analyst Reports

Dakota June 2025 Monthly Roundup

Analyst Reports

Dakota June 2025 Monthly Roundup

The Dakota June Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

June 2025 Public Pension Brief

Pension Brief

June 2025 Public Pension Brief

This brief is a compilation of the meeting notes of June 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota May 2025 Monthly Roundup

Analyst Reports

Dakota May 2025 Monthly Roundup

The Dakota May Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

May 2025 Public Pension Brief

Pension Brief

May 2025 Public Pension Brief

This brief is a compilation of the meeting notes of May 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota April 2025 Monthly Roundup

Analyst Reports

Dakota April 2025 Monthly Roundup

The Dakota April Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

April 2025 Public Pension Brief

Pension Brief

April 2025 Public Pension Brief

This brief is a compilation of the meeting notes of April 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Dakota Consumer Investing Report

Analyst Reports

Dakota Consumer Investing Report

The Dakota Consumer Investing Report examines how shifting consumer behaviors, wellness trends, and technological innovation are fueling investment opportunities across beauty, pet care, food, and...

Analyst Reports

Dakota Q1 2025 Institutional Allocation Summary Report

Analyst Reports

Dakota Q1 2025 Institutional Allocation Summary Report

The Dakota Q1 2025 Public Pension Allocations Report offers a data-rich analysis of institutional capital deployment, asset class trends, and themes driving allocation behavior, all to deliver...

Analyst Reports

Dakota March 2025 Monthly Roundup

Analyst Reports

Dakota March 2025 Monthly Roundup

The Dakota March Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

Pension Brief

March 2025 Public Pension Brief

Pension Brief

March 2025 Public Pension Brief

This brief is a compilation of the meeting notes of March 2025 from public pensions across the country. Access them all in one place, right when you need them.

Analyst Reports

Emerging Buyout GPs to Watch in 2025 Report

Analyst Reports

Emerging Buyout GPs to Watch in 2025 Report

The Emerging Buyout GPs to Watch in 2025 brings you a curated list of rising private equity firms recognized for strong performance, strategic focus, and early institutional traction—helping you stay...

Analyst Reports

Established Buyout GPs to Watch in 2025 Report

Analyst Reports

Established Buyout GPs to Watch in 2025 Report

The Established Buyout GPs to Watch in 2025 brings you a curated list of established firms that have demonstrated consistency, strong returns, and institutional fund growth, so you can stay ahead of...

Analyst Reports

Dakota February 2025 Monthly Roundup

Analyst Reports

Dakota February 2025 Monthly Roundup

The Dakota February Monthly Roundup offers data-driven insights on institutional capital allocation, fundraising trends, and strategic shifts across private markets.

eBook

Fundraising Around The World

eBook

Fundraising Around The World

This eBook takes you on a global tour of fundraising opportunities across eight major regions: the United Kingdom, Europe, the Middle East, Asia, the Nordic Region, Latin America, Canada, and...

Pension Brief

February 2025 Public Pension Brief

Pension Brief

February 2025 Public Pension Brief

This brief is a compilation of the meeting notes of February 2025 from public pensions across the country. Access them all in one place, right when you need them.

Pension Brief

January 2025 Public Pension Brief

Pension Brief

January 2025 Public Pension Brief

This brief is a compilation of the meeting notes of January 2025 from public pensions across the country. Access them all in one place, right when you need them.

Pension Brief

December 2024 Public Pension Brief

Pension Brief

December 2024 Public Pension Brief

This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

November 2024 Public Pension Brief

Pension Brief

November 2024 Public Pension Brief

This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

Mastering Quarterly Webinars: Best Practices for Investment Firms

eBook

Mastering Quarterly Webinars: Best Practices for Investment Firms

In this eBook, you'll find the comprehensive guide to planning, hosting, and maximizing the impact of your client communication through utilizing a quarterly update webinar.

Pension Brief

October 2024 Public Pension Brief

Pension Brief

October 2024 Public Pension Brief

This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q3 2024 Alternatives Pension Summary

Analyst Reports

Q3 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's third quarter alternative public pensions, detailing $37.5 billion in pension fund allocations across various alternative investments like private...

Pension Brief

September 2024 Public Pension Brief

Pension Brief

September 2024 Public Pension Brief

This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

Targeting Top RIAs: A Guide to Leading Firms in the Major US Metros

eBook

Targeting Top RIAs: A Guide to Leading Firms in the Major US Metros

Discover the top Registered Investment Advisors (RIAs) in key U.S. metro areas with Dakota’s exclusive eBook. Get insights on leading firms and their AUM to help you target the right RIAs in the most...

eBook

The Definitive Guide to Raising Capital from RIAs

eBook

The Definitive Guide to Raising Capital from RIAs

This guide provides investment professionals with key strategies and actionable insights for successfully raising capital in the growing RIA market. Covering everything from identifying the right...

Pension Brief

August 2024 Public Pension Brief

Pension Brief

August 2024 Public Pension Brief

This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2024 Public Pension Brief

Pension Brief

July 2024 Public Pension Brief

This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q2 2024 Alternatives Pension Summary

Analyst Reports

Q2 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

June 2024 Public Pension Summary

Pension Brief

June 2024 Public Pension Summary

This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

May 2024 Public Pension Summary

Pension Brief

May 2024 Public Pension Summary

This brief is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

April 2024 Public Pension Summary

Pension Brief

April 2024 Public Pension Summary

This brief is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q1 2024 Alternatives Pension Summary

Analyst Reports

Q1 2024 Alternatives Pension Summary

This report gives a detailed overview of 2024's first quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

March 2024 Public Pension Summary

Pension Brief

March 2024 Public Pension Summary

This brief is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

February 2024 Public Pension Brief

Pension Brief

February 2024 Public Pension Brief

This brief is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota 2023 Annual Fundraising Report

Analyst Reports

Dakota 2023 Annual Fundraising Report

The Dakota 2023 Annual Fundraising Report offers an overview of trends in pension fund allocations within the U.S. during 2023, highlighting significant shifts in investment strategies across various...

Analyst Reports

Q4 2023 Alternatives Pension Summary

Analyst Reports

Q4 2023 Alternatives Pension Summary

This report gives a detailed overview of 2023's fourth quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

January 2024 Public Pension Brief

Pension Brief

January 2024 Public Pension Brief

This brief is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

CRM Adoption eBook

eBook

CRM Adoption eBook

In this eBook, you'll find the knowledge on why your CRM is your most underutilized asset and how to fix this. Topics included in this guide are: What is a CRM? Why is your CRM holding you back? How...

eBook

Dakota Marketplace eBook

eBook

Dakota Marketplace eBook

In this eBook, you'll find the knowledge on why having clean and accurate data is of the utmost importance for your institutional investor database Topics included in this guide are: The importance...

Pension Brief

December 2023 Public Pension Brief

Pension Brief

December 2023 Public Pension Brief

This brief is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

November 2023 Public Pension Brief

Pension Brief

November 2023 Public Pension Brief

This brief is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

October 2023 Public Pension Brief

Pension Brief

October 2023 Public Pension Brief

This brief is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q3 2023 Alts Pension Summary

Analyst Reports

Q3 2023 Alts Pension Summary

This report gives a detailed overview of 2023's third quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

September 2023 Public Pension Brief

Pension Brief

September 2023 Public Pension Brief

This brief is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

August 2023 Public Pension Brief

Pension Brief

August 2023 Public Pension Brief

This brief is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2023 Public Pension Brief

Pension Brief

July 2023 Public Pension Brief

This brief is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q2 2023 Alts Pension Summary

Analyst Reports

Q2 2023 Alts Pension Summary

This report gives a detailed overview of 2023's second quarter alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

June 2023 Public Pension Brief

Pension Brief

June 2023 Public Pension Brief

This brief is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

Podcasts

Investing in Times of Uncertainty with Gildas Quinquis of Windrose Advisors

Gildas Quinquis, Chief Investment Officer for the Boston-based Windrose Advisors, takes us through his nearly thirty-year career in investment management, describing how he approaches the current...

Podcasts

Going Outside the Model with Adam Landau, Cerity Partners

Podcasts

Going Outside the Model with Adam Landau, Cerity Partners

In this special edition episode, Adam takes the Dakota Live! team through Cerity's approach to risk management, the firm’s manager research and underwriting process, and what a potential client...

Podcasts

An Allocator's Journey with William Yung of Angeles Investments

Podcasts

An Allocator's Journey with William Yung of Angeles Investments

William Yung, Partner and Director of Private Markets at Angeles Investments, takes us on his career journey from wealth management to investment manager research for one of the financial industry’s...

Podcasts

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Podcasts

Selling through the Cycle with Laura Esposito of Rockefeller Capital Management

Laura Esposito of Rockefeller Capital Management shares her nearly twenty-five years of client service and sales experience in this informative discussion on how she has navigated her successful...

Podcasts

Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

Podcasts

Leading by Example with Angela Miller-May of the Illinois Municipal Retirement Fund

Angela Miller-May, Chief Investment Officer for the Illinois Municipal Retirement Fund joins us at Dakota Live! for a special discussion on how she found her start in the investment management...

Podcasts

A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

Podcasts

A Masterclass of Digital Assets Investing with Joe Marenda of Cambridge Associates

Joe Marenda, Partner, and Head of Digital Assets Investing with Cambridge Associates shares his experience through this masterclass on blockchain technology and digital assets investing.

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Podcasts

Building Client Trust with Greg Leonberger of Marquette Associates

Greg Leonberger is the Director of Research for Marquette Associates. Greg is responsible for creating the firm’s capital markets research and directing the investment strategies and policy.

Pension Brief

May 2023 Public Pension Brief

Pension Brief

May 2023 Public Pension Brief

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Podcasts

Delivering for Clients with Kate Pizzi of Fiducient Advisors

Kate Pizzi, Partner and Senior Consultant of Fiducient Advisors joins us at Dakota Live! to take us through her experience from actuary to portfolio manager to investment consultant and what she has...

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Podcasts

Thinking Boldly with Chenae Edwards of NEPC

Chenae Edwards, Partner with NEPC, LLC shares her investment consulting experience as she discusses the NEPC manager research process, how clients are maneuvering through the current market...

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Podcasts

Staying on the Fairway with Andy Spellar, CIO of Fairfax County Employees' Retirement System

Andy Spellar, Chief Investment Officer for the Fairfax County Employees' Retirement System shares his journey over his two decades for the $5.0 billion Plan located in the suburbs of Washington, DC.

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Podcasts

Home Country Bias with Ernst Knacke, Head of Research for Shard Capital

Ernst Knacke, Head of Research at London-based, Shard Capital Partners as well as its subsidiary, LeifBridge Investment Management joins the Dakota Live! Podcast to share his nearly twenty years of...

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Podcasts

Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.

Pension Brief

April 2023 Public Pension Brief

Pension Brief

April 2023 Public Pension Brief

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

Podcasts

Family Office Opportunities with John Tassone of Forbes Family Trust

John Tassone is the Director of Investments for Forbes Family Trust. Forbes Family Trust is a multi-family office serving institutions and single-family offices as an outsourced investment advisor.

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Podcasts

Recipes for Success with Doug MacBean, Deputy CIO of Caltech's Investment Office

Doug MacBean, Deputy Chief Investment Officer of the California Institute of Technology’s Investment Office (Caltech) joins us at Dakota Live! to share the ingredients from his career and how he...

Analyst Reports

Q1 2023 Alternatives Public Pension Summary

Analyst Reports

Q1 2023 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2023 alternative public pensions, including trends and comparisons to prior years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Podcasts

Going Off Script with Razmig Der-Tavitian, CIO of SLK Private Wealth

Razmig Der-Tavitian, Chief Investment Officer with SLK Private Wealth joins us at Dakota Live! to share his experience as CIO of an independent Registered Investment Advisor (RIA).

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Podcasts

Clarity of Vision with Ryan Hicke, CEO of SEI

Ryan Hicke, Chief Executive Officer of SEI joins us at Dakota Live! to share his journey from intern to the company's CEO.

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Podcasts

Harmonizing your Asset Allocation with Jennifer DeSisto, CIO of Anchor Capital Advisors

Jennifer DeSisto, Chief Investment Officer of Anchor Capital Advisors joins us at Dakota Live! to take us through her experience from portfolio manager to asset allocator and what she has learned...

Pension Brief

March 2023 Public Pension Brief

Pension Brief

March 2023 Public Pension Brief

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Podcasts

Early-Stage Opportunities with Chris Winiarz of Stable Asset Management

Chris Winiarz, Chief Investment Officer of Stable Asset Management shares his journey from the endowment to the family office model through his role today as CIO of an investment firm focused on...

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

Podcasts

Insights Into OCIOs with William Kennedy of RiskBridge Advisors

William “Bill” Kennedy is the CEO and Chief Investment Officer of RiskBridge Advisors, where the firm serves as an Outsourced Chief Investment Officer (OCIO) firm providing discretionary investment...

eBook

Andrew Krei Dakota Live! Interview

eBook

Andrew Krei Dakota Live! Interview

An exclusive interview with Andrew Krei from Dakota Live! Call #123

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Podcasts

Finding Fixed Income Opportunities with Will Beck of Wilshire

Will Beck of Wilshire is a Senior Vice President and member of Wilshire’s Traditional Manager Research Group where he focuses on fixed income strategies.

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Podcasts

The Art of Storytelling with Aoifinn Devitt, CIO of the Moneta Group

Aoifinn Devitt, Chief Investment Officer at Moneta, and founder and creator of The Fiftyfaces Podcast takes us on her career marathon from corporate law to being named the first female Chief...

Pension Brief

February 2023 Public Pension eBook

Pension Brief

February 2023 Public Pension eBook

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Podcasts

Running Towards Adversity with Mark Steed, CIO of Arizona PSPRS

Mark Steed, Chief Investment Officer for the Arizona Public Safety Personnel Retirement System shares his journey from an intern to the Plan’s CIO.

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Podcasts

Engaging OCIOs through Private Market Solutions with Carolyn Patton of TIFF Investment Management

Carolyn Patton, Head of Private Market Client Solutions at TIFF Investment Management shares how their business approaches private market assets on behalf of their clients.

Podcasts

Journey through John Hancock Investment Management with York Lo

Podcasts

Journey through John Hancock Investment Management with York Lo

York Lo is the Head of Alternative Product and LLCs at John Hancock Investment Management where he has been a key member of the team responsible for manager selection and oversight, product...

eBook

Matthew Ruffalo Dakota Live! Interview

eBook

Matthew Ruffalo Dakota Live! Interview

An exclusive interview with Matthew Ruffalo from Dakota Live! Call #121.

Pension Brief

January 2023 Public Pension eBook

Pension Brief

January 2023 Public Pension eBook

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

Analyst Reports

Q4 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the fourth quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Podcasts

Demystifying the Endowment Model with Matt DeAngelo of Drexel University

Matt DeAngelo, Deputy Chief Investment Officer of Drexel University’s Endowment shares how he and his colleagues evaluate asset managers, approach due diligence meetings, and consider allocation...

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Podcasts

Targeting the Sub-Advisory Market with Greg Stumm of Resolute Investment Managers

Greg Stumm of Resolute Investment Managers shares his perspective on the firm’s investment process in the context of its multi-affiliate model. Greg guides our listeners through the sub-advisory...

Pension Brief

December 2022 Public Pension eBook

Pension Brief

December 2022 Public Pension eBook

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Podcasts

Positioning for US Plan Sponsors with Russ Kamp

Russ Kamp of Ryan ALM shares his more than forty years of investment advisory experience with US plan sponsors as he discusses the current pension landscape and how to position your investment...

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Podcasts

Mapping the Morningstar Process with Alyssa Stankiewicz

Alyssa Stankiewicz of Morningstar shares her insights into the firm's manager research process and the key pillars of the Morningstar analyst rating.

Pension Brief

November 2022 Public Pension eBook

Pension Brief

November 2022 Public Pension eBook

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Podcasts

Bringing Perspective to Consulting with Alan Spatrick of Meketa

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and...

eBook

Greg Dowling Dakota Live! Interview

eBook

Greg Dowling Dakota Live! Interview

An exclusive interview with Greg Dowling from Dakota Live! For Alternatives #58.

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment...

eBook

Lawrence Calcano Dakota Live! Interview

eBook

Lawrence Calcano Dakota Live! Interview

An exclusive interview with Lawrence Calcano from Dakota Live! Call #118.

Pension Brief

October 2022 Public Pension eBook

Pension Brief

October 2022 Public Pension eBook

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed...

eBook

John Tassone Dakota Live! Interview

eBook

John Tassone Dakota Live! Interview

An exclusive interview with John Tassone from Dakota Live! Call #117.

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation...

eBook

William Kennedy Dakota Live! Interview

eBook

William Kennedy Dakota Live! Interview

An exclusive interview with William Kennedy from Dakota Live! Call #116.

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

Analyst Reports

Q3 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the third quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

eBook

Matt Brundage Dakota Live! Interview

eBook

Matt Brundage Dakota Live! Interview

An exclusive interview with Matt Brundage from Dakota Live! Call #115.

eBook

Brad Long Dakota Live! Interview

eBook

Brad Long Dakota Live! Interview

An exclusive interview with Brad Long from Dakota Live! Call #113.

eBook

Ted Seides Dakota Live! Interview

eBook

Ted Seides Dakota Live! Interview

An exclusive interview with Ted Seides from Dakota Live! Call #114.

Pension Brief

September 2022 Public Pension eBook

Pension Brief

September 2022 Public Pension eBook

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

August 2022 Public Pension eBook

eBook

August 2022 Public Pension eBook

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July 2022 Public Pension eBook

Pension Brief

July 2022 Public Pension eBook

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

June 2022 Public Pension eBook

Pension Brief

June 2022 Public Pension eBook

This eBook is a compilation of June's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Dakota Manager Fee Update

Analyst Reports

Dakota Manager Fee Update

Dakota has tracked and recorded fees paid data from over 954 reported fees from across all major asset and sub asset classes from 38 individual pension plans. For the first half of 2022, these were...

eBook

Quarterly Webinar Procedures and Best Practices

eBook

Quarterly Webinar Procedures and Best Practices

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include: Scheduling Creating a Zoom...

eBook

Guide to RIAs and Video for Investment Firms

eBook

Guide to RIAs and Video for Investment Firms

In this eBook, Gui Costin, author of Millennials Are Not Aliens, will discuss RIAs, including how to break into the channel and and some best practices. The second half of the eBook covers one of the...

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

Analyst Reports

Q2 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the second quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Video

Always Be Selling

Video

Always Be Selling

The number one piece of sales advice is "always be selling" but is that really true in investment sales? In this video, Dakota CEO Gui Costin dives into the truth behind "always be selling."

eBook

The Top 100 RIAs in the United States (2022)

eBook

The Top 100 RIAs in the United States (2022)

This eBook is a compilation of the top 10 RIAs in 10 cities across the Unites States. This is not meant to be a comprehensive list, but an overview of ten cities we think you'll find beneficial.

Pension Brief

May Public Pension Meeting Notes

Pension Brief

May Public Pension Meeting Notes

This eBook is a compilation of May's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

April Public Pension Meeting Notes

Pension Brief

April Public Pension Meeting Notes

This eBook is a compilation of April's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

Analyst Reports

Q1 2022 Alternatives Public Pension Summary

This report gives a detailed overview of the first quarter, 2022 alternative public pensions, including trends and comparisons to priors years. Inside, you'll find a breakdown of the top asset class...

Pension Brief

March Public Pension Meeting Notes

Pension Brief

March Public Pension Meeting Notes

This eBook is a compilation of March's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

February Public Pension Meeting Notes

Pension Brief

February Public Pension Meeting Notes

This eBook is a compilation of February's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

January Public Pension Meeting Notes

Pension Brief

January Public Pension Meeting Notes

This eBook is a compilation of January's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

The Ultimate Guide to Video for Investment Firms

eBook

The Ultimate Guide to Video for Investment Firms

Have you struggled to create truly meaningful videos in the past? Have you been told time and again that the world is moving to video? Are you just looking for a little guidance on how to get...

eBook

December Public Pension Meeting Notes

eBook

December Public Pension Meeting Notes

This eBook is a compilation of December's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

eBook

The Investment Firm's Guide to CRM Adoption

eBook

The Investment Firm's Guide to CRM Adoption

Struggling to get your investment sales team to adopt a CRM? This eBook will give you the measurable steps you can take to ensure that your team implements and adopts a CRM.

Pension Brief

November Public Pension Meeting Notes

Pension Brief

November Public Pension Meeting Notes

This eBook is a compilation of November's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

October Public Pension Meeting Notes

Pension Brief

October Public Pension Meeting Notes

This eBook is a compilation of October's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

September Public Pension Meeting Notes

Pension Brief

September Public Pension Meeting Notes

This eBook is a compilation of September's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

August Public Pension Meeting Notes

Pension Brief

August Public Pension Meeting Notes

This eBook is a compilation of August's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

Pension Brief

July Public Pension Meeting Notes

Pension Brief

July Public Pension Meeting Notes

This eBook is a compilation of July's meeting notes from public pensions across the country, so you have them all in one place, right when you need them.

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