Marcellus Investment Managers Private Limited

RIASEC RegisteredEst. 2022

Total AUM

$315M

Discretionary

$310M

98% of AUM

Avg account

$131K

Accounts

2,415

Employees

Advisory reps

Firm details

Headquarters: Mumbai Maharashtra,
CRD number: 317251
Registered since: January 20, 2022
Website: marcellus.in
Custodians: KOTAK MAHINDRA, INC., HDFC BANK LIMITED
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Individuals66.36%
HNWI21%
Pooled Investment Vehicles12.64%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Marcellus Investment Managers Private Limited is a non-independent, retail-structured investment adviser that registered with the SEC in 2022 and is owned by an individual. The firm serves both individual/family and institutional clients and offers fee arrangements that include percentage-of-AUM, fixed fees, and performance-based fees. Its advisory services cover discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, portfolio services for businesses and institutions, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser or pension consultant.