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Building 2DALTON INVESTMENTS LLC

Map pinSANTA MONICA, CA
Phone424-231-9100
NotebookSEC #801-56572
Total AUM
$3.3B
Employees
38
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1601 CLOVERFIELD BOULEVARD
SUITE 5050 N
SANTA MONICA
CA 90404
United States
Operating Hours
6AM - 5PM
Monday - Friday
Phone
424-231-9100
Other Offices
5

ReceiptFinancials

Total AUM
$3.3B
Accounts
37
Discretionary
$3.3B
Accounts
37
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
2
AUM
$30.9M
Pooled Vehicle Clients
20
AUM
$763.2M
Pension/Profit Sharing Plan Clients
8
AUM
$1.1B
Charitable Organization Clients
4
AUM
$328M
Insurance Company Clients
1
AUM
$55.3M
Sovereign Wealth Fund Clients
1
AUM
$327.4M
Corporation or Business Clients
1
AUM
$697.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CANVNY

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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