---
title: Dakota Funds | Investment Insights
description: Investment Insights | Dakota Funds Blog
---

[![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com)

- [ About ](https://dakotafunds.com/about-us)
- [ Team ](https://dakotafunds.com/team-update)
- [ Partners ](https://dakotafunds.com/clients)
- [ Contact ](https://dakotafunds.com/contact-us-update)

[![dakota_logo](https://dakotafunds.com/hs-fs/hubfs/dakota_logo.png?width=150&height=44&name=dakota_logo.png) ](https://dakotafunds.com)

**

- [ About ](https://dakotafunds.com/about-us)
- [ Team ](https://dakotafunds.com/team-update)
- [ Partners ](https://dakotafunds.com/clients)
- [ Contact ](https://dakotafunds.com/contact-us-update)

# Fundraising News

### Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.

<https://dakotafunds.com/dakota-funds/fundraising-news/captrust-acquires-portfolio-evaluations-inc>

November 29, 2022

#### CAPTRUST Acquires Portfolio Evaluations Inc.

 CAPTRUST Financial Advisors has acquired Portfolio Evaluations Inc., based out of Warren, New Jersey. According to a press release, PEI brings “more than $107 billion in assets and several hundred...

[ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/captrust-acquires-portfolio-evaluations-inc)

<https://dakotafunds.com/dakota-funds/fundraising-news/weekly-summary-of-ria-and-advisor-industry-moves>

July 18, 2022

#### Weekly Summary of RIA and Advisor Industry Moves

 With the July 4th holiday weekend behind us, financial advisors and RIA’s made sure they did not let any moss grow under their feet. Here are some of the moves announced over the last few weeks:...

[ Read More](https://dakotafunds.com/dakota-funds/fundraising-news/weekly-summary-of-ria-and-advisor-industry-moves)

![footerLogo](https://dakotafunds.com/hubfs/footerLogo.svg)