DFX Intelligence

Data Factory

RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

DAKOTA INVESTMENTS, LLC

CRD 290284

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8625f58c-8f2f-dc8d-7d62-d0f3eb3cb7a1

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 1
Observed: Nov 6, 2017 to May 6, 2026
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Dakota Investments, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $125MItem 5.F on the latest filing (2026-05-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $125M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $62.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-112120
CRD: 290284
Filings on the tape: 16
First filed: Nov 6, 2017
Latest filed: May 6, 2026
Organised: Limited Liability Company, PA
Website: hardmanjohnstonfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL THOMAS DIDOMENICO	n/a	BRYN MAWR, PA	8	20	n/a	yes
WILLIAM GILMOR COSTIN	n/a	BRYN MAWR, PA	8	14	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COSTIN, WILLIAM, GILMOR	Owner	E	yes	08/2017	Nov 6, 2017	Mar 11, 2024
COSTIN, WILLIAM, GILMOR	MANAGING MEMBER	E	yes	08/2017	Nov 6, 2017	Mar 11, 2024
DIDOMENICO, DANIEL, THOMAS	PRESIDENT AND CCO	Na	yes	11/2017	Feb 14, 2018	Mar 11, 2024
337 PARTNERS, INC.	Owner	A	no	08/2017	Nov 6, 2017	Mar 11, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 5, 2026	$125M	$125M	6	3	n/a	n/a
2024	Mar 21, 2025	$58.2M	$58.2M	6	3	n/a	n/a
2023	Mar 11, 2024	$50.6M	$50.6M	6	3	n/a	n/a
2022	Mar 30, 2023	$49.1M	$49.1M	5	3	n/a	n/a
2021	Mar 30, 2022	$63.9M	$63.9M	3	3	n/a	n/a
2020	Mar 10, 2021	$24.8M	$24.8M	3	3	n/a	n/a
2019	Mar 18, 2020	$1.7M	$1.7M	3	3	n/a	n/a
2018	Mar 29, 2019	$9.3M	$9.3M	3	3	n/a	n/a
2017	Mar 11, 2018	$125,000	$125,000	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$125M	$58.2M	114.5%	$49.1M	36.5%	6	6	0	0

Relationships

Registered with (3)

← WILLIAM GILMOR COSTINAdvisorregistration: current employment
Feb 12, 2018 to presentfactForm ADV
← DANIEL THOMAS DIDOMENICOAdvisorregistration: current employment
Jan 26, 2018 to presentfactForm ADV
← CHRISTOPHER SCOTT O'GRADYAdvisorregistration: previous registration
Jan 4, 2018 to Oct 12, 2023factForm ADV

Controls (2)

← COSTIN, WILLIAM, GILMOROwnerOWNER, ownership code E, individual
Nov 6, 2017 to Mar 11, 2024factForm ADV
← DIDOMENICO, DANIEL, THOMASOwnerPRESIDENT AND CCO, ownership code NA, individual
Feb 14, 2018 to Mar 11, 2024factForm ADV

Owns (1)

← 337 PARTNERS, INC.OwnerOWNER, ownership code A, domestic entity
Nov 6, 2017 to Mar 11, 2024factForm ADV

Dated events

Occurred
Oct 12, 2023
Control person left
Scott Christopher O'Grady (Chief Investment Officer) no longer on Schedule A of Dakota Investments, Llc (listed 2023-03-30, absent 2023-10-12)
Form ADVobserved 5 days ago
Occurred
Oct 12, 2023
Advisor changed firm
Christopher Scott O'Grady left Dakota Investments, Llc for Absolute Investment Advisers, Llc (registered 2024-07-12)
Form ADVobserved 5 days ago
Occurred
Nov 6, 2017
First Form ADV filing
Marmont Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8625f58c-8f2f-dc8d-7d62-d0f3eb3cb7a1
First observed: Nov 6, 2017
Last observed: May 6, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAKOTA INVESTMENTS, LLC

CRD 290284

BRYN MAWR, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8625f58c-8f2f-dc8d-7d62-d0f3eb3cb7a1

Data as of May 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL THOMAS DIDOMENICO

n/a

BRYN MAWR, PA

n/a

yes

WILLIAM GILMOR COSTIN

n/a

BRYN MAWR, PA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COSTIN, WILLIAM, GILMOR

Owner

yes

08/2017

Nov 6, 2017

Mar 11, 2024

COSTIN, WILLIAM, GILMOR

MANAGING MEMBER

yes

08/2017

Nov 6, 2017

Mar 11, 2024

DIDOMENICO, DANIEL, THOMAS

PRESIDENT AND CCO

yes

11/2017

Feb 14, 2018

Mar 11, 2024

337 PARTNERS, INC.

Owner

08/2017

Nov 6, 2017

Mar 11, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$125M

n/a

2024

Mar 21, 2025

$58.2M

n/a

2023

Mar 11, 2024

$50.6M

n/a

2022

Mar 30, 2023

$49.1M

n/a

2021

Mar 30, 2022

$63.9M

n/a

2020

Mar 10, 2021

$24.8M

n/a

2019

Mar 18, 2020

$1.7M

n/a

2018

Mar 29, 2019

$9.3M

n/a

2017

Mar 11, 2018

$125,000

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$125M

$58.2M

114.5%

$49.1M

36.5%