other names
  • DALTON INVESTMENTS, INC.
  • DALTON ADVISORY KK (JAPAN AFFILIATE)
  • DALTON INVESTMENTS (HONG KONG) LIMITED (HONG KONG AFFILIATE)
  • DALTON INVESTMENTS (AUSTRALIA) PTY LTD (AUSTRALIA AFFILIATE)
  • DALTON INVESTMENT ADVISORY SERVICES PRIVATE LIMITED (INDIA AFFILIATE)
  • DALTON INVESTMENTS LLC
  • DALTON KOREA CO., LTD. (KOREA AFFILIATE)

Adviser Profile

As of Date 07/28/2025
ADV Location EL SEGUNDO, CA, United States
Adviser Type - Large advisory firm
Number of Employees 44 22%
of those in investment advisory functions 17 13%
Registration SEC, Approved, 07/30/2021
AUM* 4,112,185,669 1%
of that, discretionary 4,112,185,669 1%
Private Fund GAV* 532,664,421 -5%
Avg Account Size 105,440,658 1%
% High Net Worth 5.13%
SMA’s No
Private Funds 26 10
Contact Info 424 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

3B 3B 2B 2B 1B 972M 486M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count22 GAV$296,652,907
Fund TypePrivate Equity Fund Count1 GAV$
Fund TypeOther Private Fund Count3 GAV$236,011,514

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Top Holdings

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Stck TickerV5633W109 Stock NameMAKEMYTRIP LIMITED MAURITIUS $ Position$20,438,272 % Position15.00% $ Change-12.00% # Change0.00%
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Stck Ticker87652V109 Stock NameTASKUS INC $ Position$11,174,350 % Position8.00% $ Change # Change
Stck Ticker81141R100 Stock NameSEA LTD $ Position$5,459,996 % Position4.00% $ Change10.00% # Change54.00%
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Stck Ticker358054104 Stock NameFRESHWORKS INC $ Position$3,068,858 % Position2.00% $ Change10.00% # Change6.00%
Stck Ticker040413205 Stock NameARISTA NETWORKS INC $ Position$3,288,853 % Position2.00% $ Change-45.00% # Change-39.00%

Brochure Summary