DALTON INVESTMENTS LLC
CRD #109538 SEC #801-56572 SANTA MONICA, CA 424-231-9100
SEC Registered Private Funds
Total AUM
$3.3B
Discretionary
$3.3B
Employees
38
Clients
0
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $3.3B | $3.3B | $0 | 38 | 1 |
| Mar 2021 | $3.3B | $3.3B | $0 | 38 | 1 |
| Jan 2021 | $3.5B | $3.5B | $0 | 37 | 1 |
| Mar 2020 | $3.5B | $3.5B | $0 | 37 | 1 |
| Jul 2019 | $3.7B | $3.7B | $0 | 42 | 1 |
| May 2019 | $3.7B | $3.7B | $0 | 42 | 1 |
| Mar 2019 | $3.7B | $3.7B | $0 | 42 | 1 |
| Oct 2018 | $4B | $4B | $0 | 40 | 100 |
| Mar 2018 | $4B | $4B | $0 | 40 | 100 |
| May 2017 | $3.5B | $3.5B | $0 | 38 | 26 |
| Apr 2017 | $3.5B | $3.5B | $0 | 38 | 26 |
| Mar 2017 | $3.5B | $3.5B | $0 | 38 | 26 |
| Mar 2017 | $3.7B | $3.7B | $0 | 35 | 26 |
| Mar 2016 | $3.7B | $3.7B | $0 | 35 | 26 |
| Mar 2015 | $3.5B | $3.5B | $0 | 30 | 26 |
| Mar 2014 | $3.1B | $3.1B | $0 | 31 | 26 |
| Jul 2013 | $2.4B | $2.4B | $0 | 37 | 26 |
| Jun 2013 | $2.4B | $2.4B | $0 | 37 | 26 |
| Apr 2013 | $2.4B | $2.4B | $0 | 37 | 26 |
| Sep 2012 | $1.9B | $1.9B | $0 | 11 | 26 |
| Apr 2012 | $1.9B | $1.9B | $0 | 11 | 26 |
| Mar 2012 | $1.9B | $1.9B | $0 | 11 | 26 |
| Aug 2011 | $1.2B | $1.2B | $0 | -- | -- |
| Jul 2011 | $1.2B | $1.2B | $0 | -- | -- |
| May 2011 | $1.2B | $1.2B | $0 | -- | -- |
| Mar 2009 | $1.1B | $674.3M | $414.1M | -- | -- |
| Mar 2008 | $1B | $1B | $5M | -- | -- |
| May 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Apr 2004 | $370M | $370M | $0 | 10 | -- |
| Sep 2001 | $49.1M | $49.1M | $0 | 10 | -- |
| Sep 2001 | $49.1M | $49.1M | $0 | 10 | -- |
DateApr 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees38
Clients1
DateMar 2021
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees38
Clients1
DateJan 2021
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees37
Clients1
DateMar 2020
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees37
Clients1
DateJul 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees42
Clients1
DateMay 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees42
Clients1
DateMar 2019
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees42
Clients1
DateOct 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees40
Clients100
DateMar 2018
Total AUM$4B
Discretionary$4B
Non-Disc.$0
Employees40
Clients100
DateMay 2017
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees38
Clients26
DateApr 2017
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees38
Clients26
DateMar 2017
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees38
Clients26
DateMar 2017
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees35
Clients26
DateMar 2016
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees35
Clients26
DateMar 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees30
Clients26
DateMar 2014
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees31
Clients26
DateJul 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees37
Clients26
DateJun 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees37
Clients26
DateApr 2013
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees37
Clients26
DateSep 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients26
DateApr 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees11
Clients26
DateAug 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$1.1B
Discretionary$674.3M
Non-Disc.$414.1M
Employees--
Clients--
DateMar 2008
Total AUM$1B
Discretionary$1B
Non-Disc.$5M
Employees--
Clients--
DateMay 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$370M
Discretionary$370M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$49.1M
Discretionary$49.1M
Non-Disc.$0
Employees10
Clients--