Dakota Wealth Management

Provider of independent investment management services catering to high-net-worth individuals, families and institutions. The company specializes in tax, estate and financial planning as well as offers tailor-made investment strategies, thereby helping clients to get comprehensive wealth management experience.

Peter Mawn

Founding Partner and Board Member

James Tonrey Jr.

Senior Managing Director

1 past transactions

Persimmon Capital Partners

Acquisition in 2021
Founded in 1998, Persimmon Capital Management is a privately owned, wholly independent family wealth advisory firm focused exclusively on advancing the mission of the clients they serve. Highly focused on multi-generational families of affluence, their mission is to fill the growing void left by banks, trust companies, and wirehouses, in providing proactive, conflict-free advice with access to the breadth and level of service that is generally unavailable at traditional institutions.
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