---
schema_version: "secwatch.filing_event.v1"
accession: "0001213900-24-045613"
form_type: "8-K"
ticker: "DOMH"
cik: "0000012239"
company_name: "Dominari Holdings Inc."
filed_at: "2024-05-21T23:59:59+00:00"
generated_at: "2026-06-01T10:27:24.557037+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.45
calibrated_materiality_score: 0.45
confidence: "high"
source: SEC EDGAR
---

# Dominari Holdings enters JV with Heritage Strategies for insurance product distribution via 50/50 owned LLC

## Summary
- 50/50 co-managing members: Dominari Financial (day-to-day ops) and Heritage Strategies (admin work with insurers).
- JV will offer life insurance, private placement insurance, group medical, qualified plans, business and personal property & casualty insurance, family office, and estate planning.
- Revenues after G&A costs are distributed to the co-managing members as set forth in the JV agreement.
- JV may be dissolved upon certain events; each member has right of first refusal on transfers of membership interests.

## SEC filing metadata
- accession: 0001213900-24-045613
- form_type: 8-K
- ticker: DOMH
- cik: 0000012239
- company_name: Dominari Holdings Inc.
- filed_at: 2024-05-21T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.45
- calibrated_materiality_score: 0.45
- confidence: high
- sec_items: 1.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/12239/000121390024045613/0001213900-24-045613-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/12239/000121390024045613/ea0206555-8k_dominari.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001213900-24-045613
- JSON: https://secwatch.observer/filing/0001213900-24-045613.json
- Plain text: https://secwatch.observer/filing/0001213900-24-045613.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.