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.

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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.


The firm manages $1.77 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.56 million each.

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



Name Entity Date acquired Ownership Employer ID
Rajiv Sachdeva Member 1 Sep 2002 Other 5040364
Dalton Capital (Guernsey) Limited Member 1 Sep 2002 75% - 100% foreign
Dalton Capital (Holdings) Limited Member 1 Sep 2002 75% - 100% foreign
Andrew Searle Dalton Member and chief executive officer 1 Sep 2002 25% - 50% 4379699
Magnus Andrew Eric Spence Member and chief operations officer 1 Sep 2002 Other 5040357
Bruno Serfaty Member 1 Apr 2003 Other 5040366
Ididya Bruno Serfaty Member 1 Apr 2003 Other 5040366
James Peter Hordern Member 1 Nov 2003 Other 5040370
Gemma Marie Bainbridge Compliance officer and financial officer 1 May 2004 Other 5054405
Rupert Thomas George Mahon Member, general counsel and chief compliance officer 1 Jan 2006 Other 5631794
Magnus Andrew Eric Spence Managing partner and chief executive officer 1 Apr 2011 Other 5040357
Hamish Blair Findlater Chief compliance officer and chief legal officer 1 Jul 2011 Other 5123996
Maurice Patrick Connors Chief financial officer 1 Sep 2014 Other 6440873
Nicholas James Mottram Managing member 1 Oct 2014 Other 6440876
Wenceslas Von Liechtenstein Chief executive officer 1 Jun 2016 Other 6762148
Thomas David Alcock Chief operating officer 1 Sep 2016 Other 6763684
Monica Comyns Chief compliance officer 1 Jan 2017 Other 6761184

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Leonard English Charlton Shareholder 1 Jul 2014 25% - 50% 6446220
Firefly Capital Llp Shareholder 1 Jan 2015 25% - 50% foreign

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.