Dakota Research Podcast

Fundraising News: Spring Has Sprung

Dakota Team

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 15:10

We cover new RIA launches like Soulence Wealth Management, as well as RIA acquisitions by firms such as Maridea Wealth Management and Creative Planning. We also share updates on commitments from The New Mexico State Investment Council (SIC), Seattle City Employees Retirement System, and Boston Retirement System. On the search front, we highlight activity from The Tulare County Employees’ Retirement Association (ERA), Boston Retirement System, and Plymouth County Retirement Association. We also cover fundraising from Leafgreen Capital, Inflexion, and Starcloud — plus a reminder to register for our next Dakota Cocktails event.