Marcellus Investment Managers Private Limited

RIASEC RegisteredEst. 2022

Total AUM

$603M

Discretionary

$566M

94% of AUM

Avg account

$155K

Accounts

3,894

Employees

119

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: Individuals71.19%
HNWI22.84%
Pooled Investment Vehicles5.96%
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 an SEC-registered investment adviser that serves both individual/family clients and institutional investors. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, and its advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, institutional/business portfolio management, and the publication of periodicals or newsletters. The adviser is owned by an individual and is not designated as an active ESG investor or a multi-state adviser.