EPISODE · Sep 17, 2025 · 13 MIN
Fundraising News Podcast: The Pipeline
from Dakota Research Podcast · host Dakota Team
In today's episode, we cover newly registered RIAs like Cadia Private Client and Clarity Retirement & Wealth as well as acquisitions by RIA Creative Planning. Hear updates on investments coming from Ventura County Employees' Retirement Association, West Yorkshire Pension Fund, and South Carolina Retirement System Investment Commission. Hear searches from the Government Employees Pension Service. We also share the latest fundraising efforts from Erisberg, ICG, and Aurora Capital Partners — plus a reminder to register for our next Dakota Cocktails event.Tired of chasing outdated leads?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.
What this episode covers
In today's episode, we cover newly registered RIAs like Cadia Private Client and Clarity Retirement & Wealth as well as acquisitions by RIA Creative Planning. Hear updates on investments coming from Ventura County Employees' Retirement Association, West Yorkshire Pension Fund, and South Carolina Retirement System Investment Commission. Hear searches from the Government Employees Pension Service. We also share the latest fundraising efforts from Erisberg, ICG, and Aurora Capital Partners —...
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Fundraising News Podcast: The Pipeline
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