MUMBAI, MAHARASHTRACRD 317251Latest ADV April 22, 2026
Marcellus Investment Managers Private Limited is an SEC registered investment adviser with a primary office location in Mumbai, Maharashtra. Its latest Form ADV filing, dated April 22, 2026, reports $603M in regulatory assets under management, 119 employees, 2 offices, and 3,894 accounts.
Assets Under Management
$603M
Employees
119
Offices
2 offices
Total Clients
3,894
Primary office
MUMBAI, MAHARASHTRA
BOSTON HOUSE, 102 FIRST FLOOR, SUREN ROAD, NEAR WEH METRO STATION, ANDHERI EAST, MUMBAI, MAHARASHTRA, India
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.1% of total clients.
Top client categories% of clientsClients
1
Individuals
99.1%
3,859
2
HNWI
0.8%
32
3
Pooled Investment Vehicles
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$603Mas of April 22, 2026
Discretionary93.8%
$566M
94% of total RAUM93.8%
Non-discretionary6.2%
$37M
6% of total RAUM6.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$603M
Total Accounts3,894
10Y AUM Change$-551M (-47.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees119
Clients per Employee33:1
10Y Employee Change+44 (+58.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.