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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.