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CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED
CRD 335103File 801-134884
APPROVED
Retail clients
Filing as of May 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.50B
Above cohort median (national)
Discretionary AUM
$1.50B
Clients
4,540
4,540 accounts
Employees
73
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 11, 2026
- Principal office
- 1205/1206 ONE LODHA PLACE, SENAPATI BAPAT MARG, LOWER PAREL WEST, MUMBAI, MAHARASHTRA, 400013
- Phone
- +919892038960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.50B
- Discretionary AUM
- $1.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,540
- Non-discretionary accounts
- 0
- Total accounts
- 4,540
- AUM per client
- $330K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 4,535 | $954.9M |
| Pooled investment vehicles | 5 | $543.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARNELIAN ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARNELIAN ASSET” 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.