Dalton Investments LLC

Dalton Investments LLC (CRD# 109538) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,668,404,497 in 42 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,668
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $87,342,964
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, DE, FL, HI, MI, NC, NJ, NM, NV, NY, TX, WA

Financial Advisors at Dalton Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Steven D. Persky
CRD#: 1368992
12424 Wilshire Blvd., Suite 600, Los Angeles, CA 90025
96
Wealthminder
score

Steven Persky (CRD# 1368992) is an Investment Advisor Representative working at Dalton Investments LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

2
Mark D. Mandell
CRD#: 2152750
1601 Cloverfield Boulevard, Suite 5050 N, Santa Monica, CA 90404
93
Wealthminder
score

Mark Mandell (CRD# 2152750) is an Investment Advisor Representative working at Dalton Investments LLC in Santa Monica, CA and has over 26 years of experience in the finance industry.

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