# Dalton Investments Trust - Series B — Form D

Dalton Investments Trust - Series B of EL SEGUNDO, CA, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2018-10-23. $194.7M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2018-10-23
- Form: D
- Accession: 0001756601-18-000001
- Industry: Pooled Investment Fund
- Exemptions: 06c, 3C, 3C.1
- Amount sold: $194.7M
- Minimum investment: $5.0M
- Investors: 5
- Date of first sale: 2014-09-01
- Security types: fund interests
- SEC file number: 021-324090

## Issuer

- Name: Dalton Investments Trust - Series B
- CIK: 0001756601
- Entity type: Business Trust
- Jurisdiction: DELAWARE
- Incorporated: 2014
- Address: C/O DALTON INVESTMENTS, INC., EL SEGUNDO, CA, 90245
- Phone: 424-231-9100

## Officers, directors & promoters (7)

| Name | Role | Location |
| --- | --- | --- |
| NA DALTON INVESTMENTS TRUST | Promoter | El Segundo, CA |
| NA DALTON INVESTMENTS TRUST | Related Person | El Segundo, CA |
| James B Rosenwald III | Executive Officer | Redondo Beach, CA |
| NA DALTON INVESTMENTS, INC. | Promoter | El Segundo, CA |
| Dalton Investments LLC | Promoter | LAS VEGAS, NV |
| JAMES B. ROSENWALD III | Executive Officer | El Segundo, CA |
| JAMES B. ROSENWALD III | Related Person | El Segundo, CA |

## Other filings by this issuer (10)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-02-03](https://search.stillhousedata.com/formd/0001756601-26-000002) | D/A | — | $147.8M |
| [2025-03-12](https://search.stillhousedata.com/formd/0001756601-25-000002) | D/A | — | $157.1M |
| [2025-01-13](https://search.stillhousedata.com/formd/0001756601-25-000001) | D/A | — | $296.1M |
| [2024-06-05](https://search.stillhousedata.com/formd/0001756601-24-000004) | D/A | — | $296.1M |
| [2024-01-05](https://search.stillhousedata.com/formd/0001756601-24-000002) | D/A | — | $296.1M |
| [2023-01-31](https://search.stillhousedata.com/formd/0001756601-23-000002) | D/A | — | $246.1M |
| [2022-01-31](https://search.stillhousedata.com/formd/0001756601-22-000001) | D/A | — | $246.1M |
| [2021-01-28](https://search.stillhousedata.com/formd/0001756601-21-000002) | D/A | — | $234.6M |
| [2020-01-29](https://search.stillhousedata.com/formd/0001756601-20-000001) | D/A | — | $211.9M |
| [2019-02-15](https://search.stillhousedata.com/formd/0001756601-19-000001) | D/A | — | $192.5M |

## More

- [CIK 1756601 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1756601&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001756601-18-000001.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.