AltMountain

Dalton Investments Trust - Series B

Las Vegas, NV · CIK 2039421
506(c)

Dalton Investments Trust - Series B is a hedge fund based in Las Vegas, Nevada. Its most recent Form D, filed Oct 3, 2024, reports no sales yet. The minimum investment it accepts from an outside investor is $5,000,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include Dalton Trust; James Rosenwald III.

Performance

No verified returns have been reported for this fund. Hedge fund returns are not part of SEC filings; managers report them to AltMountain directly.

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Total raised
$0Cumulative sales reported on Form D
Investors
0
First sale
—
Minimum investment
$5,000,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(c)May advertise; investors must be verified as accredited
Key people and entities
Dalton Trust; James Rosenwald III
Latest Form D
Oct 3, 2024

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Dalton Investments Trust - Series B

What is the minimum investment for Dalton Investments Trust - Series B?

According to its latest Form D, filed Oct 3, 2024, the minimum investment Dalton Investments Trust - Series B accepts from an outside investor is $5,000,000.

Who can invest in Dalton Investments Trust - Series B?

Dalton Investments Trust - Series B is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.

How much has Dalton Investments Trust - Series B raised?

Dalton Investments Trust - Series B's latest Form D, filed Oct 3, 2024, reports no sales yet.

Where is Dalton Investments Trust - Series B based?

Dalton Investments Trust - Series B is based in Las Vegas, Nevada.

Size compared with every hedge fund

This fund hasn't reported any sales yet.

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