Tim Melly

Tim Melly

Chief Operating Officer
Dakota Wealth Management

Tim Melly serves as the Chief Investment Officer (CIO) of Dakota Wealth, where he is responsible for leading the firm’s investment team and platform. In this capacity, his responsibilities encompass development of investment offerings, strategy oversight, and consulting on portfolio design, asset allocation, security selection, and risk management. Mr. Melly also evaluates portfolio performance, conducts market analysis and research to identify opportunities and trends, and provides the firm’s investment outlooks.

Tim plays an integral role in developing the next-generation talent within Dakota’s investment team. As the leader of the investment team, Tim works together with the firm’s experienced professionals, challenging them and pushing them to improve. Tim collaborates with our advisor teams, providing the firm’s investment perspective. He is also an integral member of Dakota’s leadership team, contributing to organizational vision, strategic initiatives, and team motivation.

Prior to his current role, Tim was the Vice President of Research at Persimmon Capital Management, which was acquired by Dakota in July 2021. In this role, he managed the firm’s mutual fund, a fund of hedge funds portfolio, and bespoke client portfolios. Earlier in his career, Tim co-founded Blue Wave Global Investors, LP, a quantitative long/short equity hedge fund. He also consulted for a FinTech start-up AlphaHedge Capital Partners, where he developed quantitative tools for manager evaluation and risk monitoring. His foundational experience includes serving as Director of Research at a multi-family office, where he developed risk-based portfolios and was responsible for manager due diligence.

Tim is a graduate of Drexel University, holding bachelor’s degrees in both Finance and Economics. He also holds the Chartered Financial Analyst® (CFA) designation. Tim resides in Philadelphia with his wife Alia and two kids Nadia and Isaiah. He is an avid sports fan and enjoys exploring new cities through visiting museums and local culinary experiences.

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Dakota Wealth Management

11376 N. Jog Road, Suite 101

Palm Beach Gardens, Florida 33418

(561)257-1597

Email

funds@dakotawm.com

FUND's RISK DISCLOSURES

There is no guarantee that the fund will meet its investment objective.

Investors should carefully consider the investment objectives, risks, charges and expenses of the Persimmon Long Short Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at www.persimmonfunds.com or by calling 855-233-8300. The prospectus should be read carefully before investing. The Persimmon Long Short Fund is distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Dakota Wealth Management is not affiliated with Northern Lights Distributors, LLC.

Mutual Funds involve risk including the possible loss of principal.

The Fund will invest a percentage of its assets in derivatives and options contracts. The use of such investments and the resulting high portfolio turn-over, may expose the Fund to additional risks that it would not be subject to, if it invested directly in the securities of the underlying those derivatives. The Fund may experience losses that exceed those experienced by funds that do not use options and derivatives.

The Fund may invest in high yield or junk bonds which present a greater risk than bonds of higher quality. Other risks include credit risks and investments in fixed income securities that may be subject to default, prepayment and interest rate changes. The Fund may also invest in U.S treasury obligations and securities issued by federal agencies and U.S. government sponsorship.

Investments in foreign securities and emerging markets involve risks not generally associated with investments in securities of U.S. companies including currency rate changes, sovereign debt risk, political, social and economic conditions, accurate company information, foreign control on investment and market operations including banks and security depositories. These risks may be greater in emerging markets and less developed countries.

ETNs and ETFs are subject to investment strategy risks and expenses which are indirectly paid by the Fund. The value of small or medium capitalization equities and issuers may be subject to more erratic market movements than those of larger more established companies and issuers. Furthermore, the use short positions can magnify the potential for gain or loss and amplify the effects of market volatility on the Fund’s share price.

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