DALTON INVESTMENTS LLC

SANTA MONICA, California·7 registered advisors·CRD# 109538
SEC# 801-565725424-231-9100
01

Firm Overview

AUM
$3.3B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at DALTON INVESTMENTS LLC

7 registered advisors
Art Hebert
SANTA MONICA, California
Belita Na Ong
SANTA MONICA, California
James B Rosenwald Jr.
SANTA MONICA, California
James Gordon Auchincloss
SANTA MONICA, California
Michelle Lynd
SANTA MONICA, California
Steven David Persky
SANTA MONICA, California
Walter Wellington Parker
SANTA MONICA, California
05

Office Locations

SANTA MONICA, California
7 advisors

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Data sourced from SEC Form ADV filings. DALTON INVESTMENTS LLC (CRD# 109538) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.