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MOTILAL OSWAL CAPITAL LIMITED
CRD 286146File 801-110707
APPROVED
Disclosure events
Filing as of Jun 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$116.1M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $116.1M
Clients
1
1 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jun 30, 2017
- Principal office
- 10TH FLOOR, MOTILAL OSWAL TOWER, RAHIMTULLAH SAYANI ROAD, OPP. PAREL ST DEPOT, PRABHADEVI, MUMBAI, 400025
- Phone
- +91 22 39804200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $116.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $116.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $116.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF EXPENSES OF FUND
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11G
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 6 | 7 | increased by1 |
| Jul 1, 2026 | Clients | 2 | 1 | decreased by1 |
| Jul 1, 2026 | AUM | $117,051,701 | $116,114,208 | decreased by$937,493 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 1 | 2 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $33,162,898 | $117,051,701 | increased by$83,888,803 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $31,817,567 | $33,162,898 | increased by$1,345,331 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2 | 1 | decreased by1 |
| Jul 1, 2022 | AUM | $30,952,054 | $31,817,567 | increased by$865,513 |
| Jul 1, 2021 | Employees | 6 | 5 | decreased by1 |
| Jul 1, 2021 | AUM | $32,060,579 | $30,952,054 | decreased by$1,108,525 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOTILAL OSWAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOTILAL OSWAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.