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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 Oct 1, 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 type | Clients | AUM |
|---|---|---|
| High net worth individuals | 18 | $66.2M |
| Pooled investment vehicles | 3 | $39.8M |
| Individuals (other than high net worth individuals) | 2,394 | $209.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 119 | 69 | decreased by50 |
| Jul 1, 2026 | Clients | 3,894 | 2,415 | decreased by1,479 |
| Jul 1, 2026 | AUM | $603,401,560 | $315,209,572 | decreased by$288,191,988 |
| Jul 1, 2026 | Accounts | 3,894 | 2,415 | decreased by1,479 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 104 | 119 | increased by15 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 5,916 | 3,894 | decreased by2,022 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,028,675,845 | $603,401,560 | decreased by$425,274,285 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 5,916 | 3,894 | decreased by2,022 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 100 | 104 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,189 | 5,916 | decreased by1,273 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,308,083,958 | $1,028,675,845 | decreased by$279,408,113 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7,189 | 5,916 | decreased by1,273 |
| Jul 1, 2022 | Employees | 75 | 100 | increased by25 |
| Jul 1, 2022 | Clients | 5,788 | 7,189 | increased by1,401 |
| Jul 1, 2022 | AUM | $1,154,711,195 | $1,308,083,958 | increased by$153,372,763 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARCELLUS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARCELLUS INVESTMENT” 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.