Dalton Strategic Partnership LLP (London)

Name: Dalton Strategic Partnership LLP
Address: 3 Rd Floor Princes Court, London, Ec2 R8 Aq
Telephone: 020 7367 5400

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.

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. The adviser charges an additional fee when a set benchmark is outperformed. 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.