Dalton Investments, Inc.
● SEC registered since 2021CRD 308609SEC# 801-121986El Segundo, CA
Ranks #1,222 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$5.72B
Fund GAV
$732.8M
Private funds
9
Employees
46
Accounts
40
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 $5.7 billion in regulatory assets under management and employs 46 people. Dalton Investments, Inc. manages 9 private funds with combined gross assets of $732.8 million, including Navf Select LLC. By regulatory assets, it ranks 1,222 of 6,004 private fund managers.
Dalton Investments, Inc. private funds
9 funds · $732.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Navf Select LLC | Hedge | $199.2M | $1M |
| Dalton Investments Trust - Series B | Other Private | $172.4M | $1M |
| Dalton Investments Trust - Series C | Other Private | $103.8M | $1M |
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Join to unlock · $37/moDalton Investments, Inc. owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Alfred Ha Control | Secretary, Chief Compliance Officer And Counsel, Dalton Investments, Inc. | Under 5% | 2021 |
| Craig Alan Mercer Control | Chief Research Officer And Chief Sustainability Officer | Under 5% | 2024 |
| Frank Gifford Combs Control | Portfolio Manager, And Director Of The Board Of Directors, Dalton Investments, Inc. | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Dalton Investments, Inc. manage?
Dalton Investments, Inc. reports $5.7 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 $732.8 million.
How many employees does Dalton Investments, Inc. have?
Dalton Investments, Inc. reports 46 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
| Address | 360 N. Pacific Coast Highway, Suite 1060, El Segundo, CA 90245 |
| Phone | 4242319100 |
| Fax | 4242319050 |
| Office hours | 6:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1388838 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$5.72B▲ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
AUM vs fund managersTop 20%
Larger than 80% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$5.72Bregulatory AUM
Discretionary $5.72B
Fund type mix
Hedge7
Other Private2
Service providers
Auditor
Prime broker
Custodian
Administrator