On December 3, 2025, Dakota Wealth Management, backed by Seward & Kissel client Emigrant Partners, announced its acquisition of Lindenwold Advisors.
Dakota Wealth Management (“Dakota”) announced, on December 3, 2025, that it acquired Lindenwold Advisors (“Lindenwold”) in a deal that closed on December 1, 2025. Under the terms of the transaction, three of Lindenwold’s five employees will become Dakota shareholders. Further terms of the transaction were not disclosed.
Dakota, based in Palm Beach Gardens, Florida, is a registered investment advisor offering investment management, wealth and estate planning, and full-service tax planning services to high-net-worth individuals, families, and institutions. Following the transaction, Dakota will have approximately $7.4 billion in assets under management.
Lindenwold, based in Reading, Pennsylvania, is a registered investment advisor offering investment solutions to individuals, families, and businesses. Lindenwold manages roughly $300 million in client assets. Gladstone Group served as Lindenwold’s financial advisor in the transaction.
To read the press release: please click here.