Emigrant Partners (“EP”) announced a strategic minority, non-voting investment in Dakota Wealth Management (“Dakota”), a leading independent investment management, wealth and estate planning, and full-service tax planning business headquartered in Palm Beach Gardens, FL with over $2.5B assets under management across more than 1,700 clients. Dakota was founded in 2018 by Peter Raimondi, a seasoned wealth management entrepreneur with nearly 40 years of experience in the space.
