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Dalton Investments, Inc.

● SEC registered since 2021CRD 308609SEC# 801-121986El Segundo, CA
Export (members)
Ranks #1,254 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$4.11B
Fund GAV
$532.7M
Private funds
9
Employees
44
Accounts
39
Location
El Segundo, CA

Dalton Investments, Inc. assets under management

Dalton Investments, Inc. is an investment advisory firm registered with the SEC based in El Segundo, CA. The firm has been registered since 2021. It reports $4.1 billion in regulatory assets under management and employs 44 people. Dalton Investments, Inc. manages 9 private funds with combined gross assets of $532.7 million, including Dalton Investments Trust - Series B. By regulatory assets, it ranks 1,254 of 5,911 private fund managers.

Dalton Investments, Inc. private funds

9 funds · $532.7M GAV
FundTypeGross assetsMin.
Dalton Investments Trust - Series BOther Private$158.7M$1M
Navf Select LLCHedge$81.1M$1M
Dalton Investments Trust - Series COther Private$74M$1M
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Dalton Investments, Inc. owners & executives

21 reported
NameTitleOwnershipSince
Christopher Alfred Ha ControlSecretary, Chief Compliance Officer And Counsel, Dalton Investments, Inc.Under 5%2021
Craig Alan Mercer ControlChief Research Officer And Chief Sustainability OfficerUnder 5%2024
Frank Gifford Combs ControlPortfolio Manager, And Director Of The Board Of Directors, Dalton Investments, Inc.Under 5%2019
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Frequently asked questions

How much does Dalton Investments, Inc. manage?

Dalton Investments, Inc. reports $4.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Dalton Investments, Inc. manage?

Dalton Investments, Inc. manages 9 private funds with combined gross assets of $532.7 million.

How many employees does Dalton Investments, Inc. have?

Dalton Investments, Inc. reports 44 employees.

Where is Dalton Investments, Inc. located?

Dalton Investments, Inc. is based in El Segundo, CA and has been SEC-registered since 2021.

Does Dalton Investments, Inc. disclose fund performance?

Dalton Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address360 N. Pacific Coast Highway, Suite 1060, El Segundo, CA 90245
Phone4242319100
Fax4242319050
Office hours6:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1388838
Discloses disciplinary historyYes

Assets under management

Discretionary$4.11B
Non-discretionary$0
Total (RAUM)$4.11B

Service providers