In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Bright Advisors, BayTrust Wealth Management, and Farmers Asset Management. We also share updates on commitments from The State of Wisconsin Investment Board (SWIB), The Wayne County Employees Retirement System, and Delaware Public Employees’ Retirement System (PERS). On the search front, we highlight activity from the Illinois Firefighters' Pension Investment Fund (FPIF), Plymouth County Retirement Association, and The Norfolk (MA) County Retirement System (CRS). We’ll also cover fundraising from SOLV Energy Inc., Incard, and Shield Technology Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In this Dakota Research Interview, Chris LeRoy and Alex DeMarco sit down with Kelsea Alexander, Director, and Michael Balcom, Managing Director in the Industrial Group at Crow Holdings Capital, to discuss the firm’s long-standing approach to industrial real estate investing and development. Drawing on Crow Holdings’ 75-year history and deeply tenured leadership team, the conversation highlights how cultural continuity, disciplined decision-making, and local market expertise shape the firm’s investment strategy.

Crow Holdings Capital operates as both an investment manager and large-scale developer, with industrial real estate at the core of its platform. Kelsea and Michael explain how the firm’s vertically integrated model, spanning development, leasing, asset management, and disposition, creates alignment across teams, reduces friction, and lowers overall costs for LPs. The firm focuses on Class A, highly functional industrial assets in top U.S. markets, with an emphasis on infill submarkets, strong infrastructure access, and disciplined land basis.

The discussion explores Crow’s investment philosophy amid a maturing industrial sector, where increased capital and competition have driven changes in building design and tenant requirements. Crow continues to prioritize markets with strong demographic growth, particularly in Sun Belt regions such as DFW, Atlanta, Nashville, and Florida, while remaining cautious in port-dependent markets exposed to trade volatility. Kelsea and Michael also outline how declining construction starts and sustained tenant demand are creating a favorable supply-demand backdrop for new development.

The interview concludes with insights into secular tailwinds supporting long-term industrial demand, including e-commerce, onshoring and nearshoring, and a continued “flight to quality” among tenants. Crow Holdings Capital remains focused on doubling down on its proven strategy, leveraging deep local relationships, proprietary deal flow, and cradle-to-grave asset management to deliver durable, risk-adjusted returns for investors.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In Episode 25 of the Dakota Research Podcast, we examine how the RIA market is entering a new phase of institutionalization—and why this shift is fundamentally changing capital allocation, distribution, and platform economics across wealth management.

We break down how RIAs are evolving from advisor-led practices into coordinated allocation platforms, with investment authority increasingly concentrated in CIO offices, investment committees, and model-driven portfolios. The discussion explores why record M&A activity and asset growth are symptoms of a deeper structural change: control over allocation is moving away from individual advisors and toward centralized governance.

The episode also explores the dual dynamics shaping today’s RIA landscape. While new firm formation remains strong, asset concentration continues to accelerate among large platforms. We discuss how fragmentation and consolidation are occurring simultaneously, why value is accruing to firms that can operate at scale, and how private equity sponsors are increasingly focused on owning distribution and decision-making infrastructure—not just AUM.

Finally, we dive into the implications of alternatives becoming core portfolio components. As private credit, private equity, and real assets move from opportunistic allocations into standardized models, RIAs are being pushed toward more formalized governance, repeatable investment processes, and institutional operating frameworks. For asset managers and service providers, the conversation highlights why access to RIA capital is becoming more centralized, selective, and dependent on alignment with platform-level models and governance standards.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In this episode of Dakota's Fundraising News Podcast, We cover acquisitions by Azimut Group and newly launched and registered RIAs including Cohen Capital Advisors and MFT Wealth Management. We also share updates on commitments from the Fairfax County Educational Employees’ Supplementary Retirement Plan, the Delaware Public Employees’ Retirement System, and the State of Wisconsin Investment Board. On the search front, we highlight activity from the Illinois Police Officers Pension Fund, the Illinois Municipal Retirement Fund, and SWIB. We’ll also break down the latest fundraising trends, including growing sovereign wealth fund allocations to private credit in emerging markets from investors like ADIA and Mubadala, along with updates from Fairfax County Educational Employees’ Supplementary Retirement Plan and H.I.G. Capital — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In this episode of Dakota's Fundraising News Podcast, we cover newly launched RIAs like Valorem and acquisitions by Wealth Enhancement. Hear updates on commitments coming from The Sacramento County Employees Retirement System (SCERS), The Illinois Municipal Retirement Fund, and The School Employees Retirement System (SERS). Hear updates on searches coming from The North Attleboro Contributory Retirement System, New York City Comptroller's Office, and The Chicago Teachers’ Pension Fund. We also share the latest fundraising efforts from the newly launched National Startup Investment Guidance Fund, Goldman Sachs Group, and Clear Investment Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In Episode 24 of the Dakota Research Podcast, we examine how private markets have evolved from a “satellite” allocation to a core component of institutional and family office portfolios—and why performance dispersion now matters more than ever.

We break down how allocators should evaluate private fund performance across private equity, venture capital, private credit, real estate, and real assets. The discussion covers why headline IRRs can be misleading, how cash-flow timing distorts results, and why many investors are placing greater emphasis on multiples such as TVPI and DPI.

The episode also dives into the critical role of vintage year in shaping outcomes. We explore why recession and early-recovery vintages have historically produced stronger results, why late-cycle funds often struggle, and how timing can matter just as much as manager selection—particularly in venture capital and private equity.

Finally, we discuss why benchmarking private funds is so difficult in practice. With fragmented data, inconsistent reporting, and opaque peer groups, comparing performance without proper context can lead to false conclusions. In today’s environment—where exits are slower and median performance has compressed—accurate, vintage-aware benchmarking has never been more important.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data. 

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including acquisitions by Constellation Wealth Capital and Wealthcarte Capital Management as well as newly launched RIAs like Willow Creek Capital Management. Hear updates on commitments coming from LSERS, Ohio Police and Fire Pension Fund and Montana Board of Investments. Hear updates on searches coming from Firefighters' Retirement System of Louisiana, Dallas Police and Fire Pension Fund, and the Pension Benefit Guaranty Corporation. We also share the latest fundraising efforts from January Capital, Goldman Sachs Asset Management, and ArrowMark Partners — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Sequoia Financial Group and Allworth Financial as well as newly launched RIAs like Ticino Wealth. Hear updates on investments coming from Fubon Life Insurance, Arkansas Teacher Retirement System, and City of Tampa General Employees Retirement. Hear updates on searches coming from the Oklahoma Firefighters Pension & Retirement System, Ircantec, and The Boston Retirement System. Plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity like acquisitions by Cambridge Investment Research. Hear updates on investments coming from the Boston Retirement System, Los Angeles Fire & Police Pension System, and The General Retirement System of the City of Detroit. Hear updates on searches coming from the Norfolk County Retirement System. We also share the latest fundraising efforts from Hillhouse Investment, Bessemer Venture Partners, and Arrow Global Group — plus a reminder to register for our next Dakota Cocktails event.

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.

In today's episode of the Dakota Fundraising News Podcast, we cover RIA activity including potential acquisitions by RIA Captrust. Hear updates on investments coming from CalPERS and the IFC. Hear updates on searches coming from San Antonio Fire & Police Pension Fund. We also share the latest fundraising efforts from American South Capital Partners and Vistara Growth — plus a reminder to register for our next Dakota Cocktails event. 

Tired of chasing outdated leads? Book a demo to see how Dakota Marketplace simplifies your fundraising process with accurate, up-to-date investor data.