DALTON INVESTMENTS, INC.

RIASEC RegisteredEst. 2021

Total AUM

$5.7B

Discretionary

$5.7B

100% of AUM

Avg account

$143M

Accounts

Employees

Advisory reps

Firm details

Headquarters: EL SEGUNDO, California
CRD number: 308609
Registered since: July 30, 2021
Website: www.daltoninvestments.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles54.99%
Pension & Profit Sharing Plans18.39%
Corporations / Businesses14.94%
Sovereign Wealth Funds4.18%
HNWI4.16%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Dalton Investments, Inc. is a corporation operating as an SEC-registered adviser since 2021 that markets itself as a hedge fund manager and investment adviser to both high-net-worth individuals/families and institutional clients. The firm charges traditional asset-based fees alongside performance-based fees and is active as a CPO/CTA and as a sponsor/GP of pooled investment vehicles. Dalton lists portfolio management for individuals, pooled vehicles, and institutions among its advisory activities and identifies itself as an active ESG investor.