Data / Investment advisers / Marcellus Investment Managers Private Limited
Marcellus Investment Managers Private Limited, Mumbai, Maharashtra, India: $315 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Marcellus Investment Managers Private Limited is an SEC registered investment adviser with its main office in Mumbai, Maharashtra, India and reports $315 million in regulatory assets under management in its Form ADV filed June 17, 2026. Its clients include individuals, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees.
The request: Watch Marcellus Investment Managers Private Limited (CRD number 317251): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 317251
- SEC file number
- 801-122939
- SEC status
- Approved, effective January 20, 2022
- Main office
- Boston House, 102 First Floor, Suren Road, Near Weh Metro Station, Andheri East, Mumbai, Maharashtra, India 400093
- Phone
- 0806-9199-400
- Website
- marcellus-us.com
- Regulatory AUM
- $315,209,572 in the Form ADV filed June 17, 2026
- Discretionary AUM
- $310,367,419
- Non discretionary AUM
- $4,842,153
- Accounts
- 2,415
- Employees
- 69, of which 23 give investment advice
- Form of organization
- Private Limited Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 2,394 | $209.2 million |
| High net worth individuals | 18 | $66.2 million |
| Pooled investment vehicles | 3 | $39.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $315.2 million | June 17, 2026 |
| December 1, 2025 | $603.4 million | November 17, 2025 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Marcellus Investment Managers Private Limited on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.