Dalton Investments LLC

Dalton Investments LLC (CRD# 109538) is a financial advisory firm headquartered in Santa Monica, CA. They manage $3,536,985,724 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,537
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $90,691,942
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, NY

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.