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DALTON INVESTMENTS, INC.

CRD 308609 · SEC 801-121986

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360 N. PACIFIC COAST HIGHWAY, SUITE 1060, EL SEGUNDO, CA, 90245, United States

Phone

4242319100

Fax

4242319050

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.72B

Discretionary AUM

$5.72B

Team

46 total employees; 17 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals2$237.6M
Pooled investment vehicles27$3.14B
Pension/profit sharing plans6$1.05B
Charitable organizations2$167.6M
Insurance companies1$23.8M
Sovereign wealth funds1$238.8M
Corporations/business entities1$854.2M

States served

CA, NV, NY

All web addresses on file

Official SEC filing: View on IAPD