MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED
Adviser information for MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED last updated from Form ADV on December 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | MARCH |
| Legal Location | India |
Employees
| Total Number of Employees | 115 |
|---|---|
| Investment Advisory/Research | 25 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 295 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8,295 | $1.1B |
| Non-Discretionary | 35 | $32.7M |
| Total | 8,330 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 8,233 | $851.8M |
| HNW Individuals | 95 | $245.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $54.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-122939 |
|---|---|
| SEC ERA File Number | 801-122939 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317251 |
| Legal Entity Identifier | 335800JKFBZJD1QIHI61 |
Principal Office
929, DBS BUSINESS CENTRE, KANAKIA WALL STREETANDHERI - KURLA ROAD, ANDHERI EAST
MUMBAI, MAHARASHTRA
India
Monday - Friday, 9:30 A.M. TO 6:30 P.M. INDIA STANDARD TIME (IST)
Tel: +91-2262676872, Fax: None
Websites
twitter.com/marcellusinvest
www.linkedin.com/company/marcellus-investment-managers/
marcellus.in/
www.youtube.com/channel/ucjk6_t5lcgl_cx7x7tobfdq
www.facebook.com/pages/category/investment-management-company/marcellus-investment-managers-678977632531397/
instagram.com/marcellusinvest?utm_medium=copy_link
Chief Compliance Officer
PARIMAL DEUSKAR
HEAD OF LEGAL
PARIMAL@MARCELLUS.IN
MUMBAI, MAHARASHTRA
India
Tel:
+91-9820944390
P******@***********N
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Ranjan, Rakshit, Kewal | Individual | – | DIRECTOR | 01/2019 | 10-25% |
| Mukherjea, Saurabh, Prasanta | Individual | – | CHIEF INVESTMENT OFFICER AND DIRECTOR | 08/2018 | 25-50% |
| Nahta, Sudhanshu, Arvind | Individual | – | DIRECTOR | 08/2018 | < 5% |
| Gubbi, Pramod, Jayaprakash | Individual | – | DIRECTOR | 12/2018 | 10-25% |
| Deuskar, Parimal, Sadanand | Individual | – | HEAD OF LEGAL, COMPLIANCE & RISK | 03/2021 | < 5% |
| Hemnani, Manish, Lalchand | Individual | – | CO-FOUNDER AND PART OWNER | 12/2018 | 5-10% |
| Bhadani, Nitesh, Laxmipat | Individual | – | CO-FOUNDER AND PART OWNER | 12/2018 | 5-10% |