SourcingSourcing

DALAL STREET, LLC

C43
CRD 161471·SEC 801-74230·WEST LAKE HILLS, TX
AUM
$936.3M
$500M-$1B
Est. Revenue
$9.4M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DALAL STREET, LLC
CRD
161471
SEC file #
801-74230
EIN
202815874
DBA names
Pabrai Investment Funds

Economics

AUM
$936.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$643.8M → $936.3M▲ +45%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
WEST LAKE HILLS TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/in/mohnish-pabrai(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOHNISH PABRAI TEXAS TRUST, DATED
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MOHNISH PABRAI TEXAS TRUST, DATED
PABRAI, MOHNISH, NONE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001549575
Edgar Registered
Yes
Edgar Filing Count
88
Edgar First Filing Date
2012-05-11
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
58
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001549575-26-000009

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
4407 BEE CAVE ROADSUITE 513WEST LAKE HILLS, TX 78746-6496
Business
4407 BEE CAVE ROADSUITE 513WEST LAKE HILLS, TX 78746-6496
Edgar EIN
202815874
Edgar Recent Filings
13F-HR2026-05-14 · 0001549575-26-000009
13F-HR2026-02-13 · 0001549575-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (3)

3
PABRAI, MOHNISH, NONE
IAR · Executive Officer · 2.5%
6028632
ENGLEMAN, KIMBERLY, ANNE
Executive Officer · 2.5%
8049357
MISSMAR, FAHED, SAD
Executive Officer · 2.5%
6626203