Dalton Strategic Partnership LLP (London)
Dalton Strategic Partnership LLP is an adviser based in London. It manages $1.77 billion of regulatory assets for 47 client accounts. It has been registered with the SEC as an adviser since 2005.
Dalton Strategic Partnership provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Dalton Strategic Partnership: assets under management
The assets under management (AUM) of Dalton Strategic Partnership LLP is $1.77 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Dalton Strategic Partnership LLP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Dalton Strategic Partnership LLP
Monica Comyns joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in London
The principal office where Dalton Strategic Partnership LLP performs its advisory services is located at 3 Rd Floor Princes Court, London, Ec2 R8 Aq, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 020 7367 5400 or by fax 020 7367 5401. The normal business hours are 8am to 6pm on Monday - Friday. You can find more information about the New York firm at daltonsp.com.
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