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Dalton Investments Trust - Series B

Other Private FundFund ID 805-9988935312Delaware, United States
Gross assets
$158.7M
Min. investment
$1M
Beneficial owners
26
Size rank
Top 34%
Audited
Yes
Structure
Standalone

About this fund

Dalton Investments Trust - Series B is a other private fund managed by Dalton Investments, Inc.. The fund reports $158.7 million in gross assets, placing it among the top 34% of private funds by size. The stated minimum investment is $1 million. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9988935312
Fund typeOther Private Fund — DELAWARE STATUTORY TRUST
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Ownership

Owned by the adviser or related persons1%
Owned by funds of funds0%
Owned by non-U.S. persons10%

Other funds from this manager

FundTypeGross assets
Navf Select LLCHedge$81.1M
Dalton Investments Trust - Series COther Private$74M
Dalton Asia (master) Fund LPHedge$49M
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Frequently asked questions

How large is Dalton Investments Trust - Series B?

Dalton Investments Trust - Series B reports $158.7 million in gross assets, among the top 34% of private funds by size.

What is the minimum investment for Dalton Investments Trust - Series B?

The stated minimum investment is $1 million.

Who manages Dalton Investments Trust - Series B?

Dalton Investments Trust - Series B is managed by Dalton Investments, Inc.

Does Dalton Investments Trust - Series B disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Auditor
Marketer