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DALTON INVESTMENTS, INC.

EL SEGUNDO, CA · CRD 308609 · IAPD ↗ · daltoninvestments.com · 4242319100

$5.72BRegulatory AUM
17Advisory reps
46Employees
0Clients
n/aPlanning clients
9Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — DALTON INVESTMENTS, INC. reported RAUM up 39% ($4.11B -> $5.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — DALTON INVESTMENTS, INC. moved its main office from LAS VEGAS, NV to EL SEGUNDO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
73
April 2024 — DALTON INVESTMENTS, INC. reported RAUM up 69% ($2.41B -> $4.06B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.