Dalton Investments Trust - Series K Sub Series K-2 is a hedge fund based in El Segundo, California. According to its most recent Form D, filed Feb 3, 2026, the fund has sold $3,671,423 of interests to 18 investors since its first sale in Aug 2024. 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. Based on its first sale date and the amount raised, HedgeMountain classifies it as an emerging manager. 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 HedgeMountain directly.
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- Total raised
- $3,671,423Cumulative sales reported on Form D
- Investors
- 18
- First sale
- Aug 1, 2024
- 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
- Feb 3, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and HedgeMountain 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
Size compared with every hedge fund
Raised more than 25% of the 1,051 hedge funds based in California, and more than 12% of all 10,157 that report sales.
Other funds with the same team
- Dalton Investments Trust - Series B$148M
- Dalton Investments Trust - Series J$80.9M
- Dalton Asia (US Feeder) Fund LP$35.0M
- Dalton Kizuna (offshore Feeder) Fund LTD.$33.6M
- Dalton Asia (offshore Feeder) Fund LTD.$25.1M
- Dalton India (US Feeder) Fund LP$16.0M
- Dalton Asia ( Master) Fund LP$6.4M
- Dalton Kizuna (US Feeder) Fund LP$3.8M