Dalton Investments, Inc.

RIASEC Registered

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 corporate hedge fund and registered investment adviser that began SEC registration in 2021. It serves both high-net-worth individuals and institutional clients, offering portfolio management across single accounts and pooled investment vehicles. The firm operates with a fee mix of asset-based and performance-linked compensation, and its regulatory and operational footprint includes activities typical of commodity pool operators/commodity trading advisors (CPO/CTA) and sponsors or general partners of pooled vehicles. Investment activity emphasizes liquid equities—particularly exchange-traded instruments—while the firm also runs private pooled funds and allocates to alternative strategies. Dalton identifies itself as an active ESG investor, indicating the incorporation of environmental, social or governance factors into its investment process. It manages both discretionary mandates and pooled funds and performs sponsor/GP duties for some vehicles.