Dalton Investments, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 30, 2026, reports $5.7B in regulatory assets under management, 46 employees, 6 offices, and 40 accounts.
Assets Under Management
$5.7B
Employees
46
Offices
6 offices
Total Clients
40
Primary office
EL SEGUNDO, CA
360 N. PACIFIC COAST HIGHWAY, SUITE 1060, EL SEGUNDO, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 67.5% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
67.5%
27
2
Pension Plans
15.0%
6
3
HNWI
5.0%
2
4
Charitable
5.0%
2
5
Insurance Cos.
2.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.7Bas of March 30, 2026
Discretionary100.0%
$5.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.7B
Total Accounts40
10Y AUM Change+$3.9B (+219.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees46
Clients per Employee1:1
10Y Employee Change+5 (+12.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.