1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DALTON INVESTMENTS, INC.

Map pinEL SEGUNDO, CA
Phone4242319100
NotebookSEC #801-121986
Total AUM
$5.7B
Employees
46
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
360 N. PACIFIC COAST HIGHWAY
SUITE 1060
EL SEGUNDO
CA 90245
United States
Operating Hours
6:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
4242319100
Other Offices
6

ReceiptFinancials

Total AUM
$5.7B
Accounts
40
Discretionary
$5.7B
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
2
AUM
$237.6M
Pooled Vehicle Clients
27
AUM
$3.1B
Pension/Profit Sharing Plan Clients
6
AUM
$1.1B
Charitable Organization Clients
2
AUM
$167.6M
Insurance Company Clients
1
AUM
$23.8M
Sovereign Wealth Fund Clients
1
AUM
$238.8M
Corporation or Business Clients
1
AUM
$854.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CANVNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 21 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

Feature requires an account