MUMBAI, MAHARASHTRACRD 317251Latest ADV June 17, 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
$315M
Employees
69
Offices
1 office
Total Clients
2,415
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%
2,394
2
HNWI
0.7%
18
3
Pooled Investment Vehicles
0.1%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of June 17, 2026
Discretionary98.5%
$310M
98% of total RAUM98.5%
Non-discretionary1.5%
$5M
2% of total RAUM1.5%
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$315M
Total Accounts2,415
10Y AUM Change$-840M (-72.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees69
Clients per Employee35:1
10Y Employee Change-6 (-8.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.