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MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED

CRD 317251File 801-122939
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$315.2M
Below cohort median (national)
Discretionary AUM
$310.4M
Non-discretionary $4.8M
Clients
2,415
2,415 accounts
Employees
69

Identity & registration

ADV Item 1
Organization form
Other (specify)
Firm type
Registered
SEC region
HQ
Registration date
Jan 20, 2022
Principal office
BOSTON HOUSE, 102 FIRST FLOOR,, SUREN ROAD, NEAR WEH METRO STATION, ANDHERI EAST, MUMBAI, MAHARASHTRA, 400093
Phone
0806-9199-400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$315.2M
Discretionary AUM
$310.4M
Non-discretionary AUM
$4.8M
Discretionary accounts
2,407
Non-discretionary accounts
8
Total accounts
2,415
AUM per client
$131K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals18$66.2M
Pooled investment vehicles3$39.8M
Individuals (other than high net worth individuals)2,394$209.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11
  • Q11D4

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.