Mark Mandell, financial advisor Santa Monica CA

Mark Mandell

CRD Number: 2152750
Current Firm: Dalton Investments LLC

Mark Mandell (CRD# 2152750) is an Investment Advisor Representative working at Dalton Investments LLC in Santa Monica, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Dalton Investments LLC Santa Monica, CA May 2012 - Current 7
Convergent Fund Management Los Angeles, CA Jul 2007 - Dec 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Mark D. Mandell
Phone Number: 424-231-9100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,671
    MILLIONS
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $89,535,742
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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