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Dalton,Grsinor,Hortman,Manor & Co LLC (New York)


Dalton,Grsinor,Hortman,Manor & Co LLC is a large advisory firm based in New York. It manages $3 billion of regulatory assets for 1,013 client accounts. It has been registered with the SEC as an adviser since 2004.

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Dalton,Grsinor,Hortman,Manor & provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dalton,Grsinor,Hortman,Manor &: assets under management

The assets under management (AUM) of Dalton,Grsinor,Hortman,Manor & Co LLC is $3 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dalton,Grsinor,Hortman,Manor & Co LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Dalton,Grsinor,Hortman,Manor & Co LLC performs its advisory services is located at 565 Fifth Avenue, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-557-2445 or by fax 212-687-3979. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.dghm.net.


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