We Help Investment Firms Win With RIAs

Connected to over 800 RIAs | 362 RIAs are Clients | Over $5 Billion Raised

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ALL OF OUR RIAS USE OUTSIDE MANAGERS

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INSTANT ACCESS

Are you struggling with your RIA distribution strategy?

Do you feel you have a deep list of RIAs but don’t know where to start calling?
Are you worried about falling behind as the RIA channel grows?
Is the RIA channel overwhelming because it’s unclear who to call?
Are you concerned your salespeople call the wrong RIAs?
If you answered yes to any of these, we can help.
We have raised over $5 billion from 362 RIAs.
WE KNOW RIAs and WE CAN HELP YOUR FIRM ACCESS THEM

Our Network of RIAs Invest in these asset classes:

Long-Only Equities

Long-Only Fixed Income

Private Equity Funds

Private Real Estate Funds

Hedge Funds

Infrastructure Funds

ETFs

Private Credit

Our Clients

As a third party sales and marketing firm, we have raised over $5 billion for these firms from 362 RIAs.
We can help your firm access our network of over 800 RIAs.
Edgewood Management

LARGE CAP GROWTH

Hamlin Capital Management

HIGH DIVIDEND EQUITY INCOME

Spyglass Capital Management

MID CAP GROWTH

Otter Creek Advisors

LONG SHORT EQUITY

Fiera Capital

EMERGING ASIA

Redwood Investments

INTERNATIONAL DEVELOPED

Kellner Capital

MERGER ARB

Weiss Multi-Strategy Advisors

MULTI ASSET

Why Focus on the RIA Channel?

If you raise money for a living, the RIA Channel is the most important channel.

Wirehouses are “dead” for a boutique firm. Investment decisions are made at the Home Office.

Consultants = long sales cycle.

401k is a race to zero (fees).

Banks & IBDs are great, but its a “win or lose”, binary outcome.

RIAs are the “Channel of the Future”.

New RIAs are being started every week.

Salespeople can build relationships with RIAs and influence the sale.

RIAs need interesting investment ideas.

The PROBLEM: There a lot of them and you need someone to guide you.


How We Can Work Together

A Weekly Call That Gives You…

Over 20 Leads Each Week

A Highly Selective List of RIAs

Meet Dakota Funds Group

Small to medium investment firms often struggle to successfully raise money. Why? Because they don’t have what they need to compete (and win) against the big guys. Since 2006, Dakota Funds has raised $22 billion (and counting) for clients by working as a third party sales and marketing firm. Use our sales curated data and proven processes