What amount sold does Dalton Investments Trust - Series B report in Form D filings?

The latest linked filings report $296.1M sold across 1 identified offering(s). 3 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Dalton Investments Trust - Series B's most recent SEC filing?

Dalton Investments Trust - Series B's most recent Form D filing was on 2026-02-03.

How many investors does Dalton Investments Trust - Series B have?

The most recent Form D filing lists 28 investor(s).

Dalton Investments Trust - Series B

CIK: 0001756601·Pooled Investment Fund·EL SEGUNDO, CA

Reported Sold

$296,103,726

Total Filings

Identified Offerings

Last Filed

Feb 3, 2026

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 3 unlinked amendments excluded.

Offering filing timeline

Feb 3, 2026Form D/A — Amendment

Reported sold: $147,751,506 · Target: N/A

No verified predecessor available.

Rule 506(c)·28 investors·Section 3(c), Section 3(c)(1)

Mar 12, 2025Form D/A — Amendment

Reported sold: $157,077,179 · Target: Indefinite

Rule 506(c)·29 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jan 13, 2025Form D/A — Amendment

Reported sold: $296,103,726 · Target: Indefinite

No verified predecessor available.

Rule 506(c)·27 investors·Section 3(c), Section 3(c)(1)

Jan 5, 2024Form D/A — Amendment

Reported sold: $296,103,726 · Target: Indefinite

Rule 506(c)·27 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jan 31, 2023Form D/A — Amendment

Reported sold: $246,103,726 · Target: Indefinite

Rule 506(c)·26 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold

Jan 31, 2022Form D/A — Amendment

Reported sold: $246,077,789 · Target: Indefinite

Rule 506(c)·26 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jan 28, 2021Form D/A — Amendment

Reported sold: $234,602,779 · Target: Indefinite

Rule 506(c)·23 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Jan 29, 2020Form D/A — Amendment

Reported sold: $211,854,890 · Target: Indefinite

Rule 506(c)·12 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Feb 15, 2019Form D/A — Amendment

Reported sold: $192,466,011 · Target: Indefinite

Rule 506(c)·6 investors·Section 3(c), Section 3(c)(1)

Changed: Reported amount sold, Reported investors

Oct 23, 2018Form D — New notice

Reported sold: $194,670,809 · Target: Indefinite

Rule 506(c)·5 investors·Section 3(c), Section 3(c)(1)

Fundraising Profile

Exemptions

Rule 506(c)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

90%

Latest reported sold across 1 identified offering

$296,103,726

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

3 unlinked amendments excluded.

Key People

James B. Rosenwald III

Related Person

Appears on 5 filings

Dalton Investments LLC

Related Person

Appears on 4 filings

James B. Rosenwald III

Related Person

Appears on 4 filings

Dalton Investments, Inc.

Related Person

Appears on 4 filings

DALTON INVESTMENTS TRUST

Promoter

Appears on 1 filing

James B. Rosenwald III

Executive Officer

Appears on 1 filing

Dalton Investments Trust

Related Person

Appears on 1 filing

Filing History

Date	Type	Offering target	Reported sold	Investors
Feb 3, 2026	Amendment	N/A	$147,751,506	28
Mar 12, 2025	Amendment	Indefinite	$157,077,179	29
Jan 13, 2025	Amendment	Indefinite	$296,103,726	27
Jan 5, 2024	Amendment	Indefinite	$296,103,726	27
Jan 31, 2023	Amendment	Indefinite	$246,103,726	26
Jan 31, 2022	Amendment	Indefinite	$246,077,789	26
Jan 28, 2021	Amendment	Indefinite	$234,602,779	23
Jan 29, 2020	Amendment	Indefinite	$211,854,890	12
Feb 15, 2019	Amendment	Indefinite	$192,466,011	6
Oct 23, 2018	New	Indefinite	$194,670,809	5

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Cendana Sandstorm, L.P.

Pooled Investment Fund

Offering target: $280,625,000

Filed Oct 28, 2026