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| Marcellus Investment Managers Private Limited
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| |
|---|---|
| CRD # | 317251 |
| SEC # | 801-122939 |
| CIK # | |
| AUM | $1.0 BB (2024-07-22) |
| Employees | 104 (28% Investors, 0% Brokers) |
| Phone | 912262676872 |
| Address | Boston House, 102 First Floor, Mumbai Maharashtra, India |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,836 | 663.0 |
| (b) Individuals (high net worth individuals) | 78 | 301.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 64.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,916 | 1,028.7 |
| By Discretionary | ||
| Discretionary | 5,896 | 897.9 |
| Non-Discretionary | 20 | 130.8 |
| Total | 5,916 | 1,028.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 947.9 | |
| United States Persons | 80.8 | |
| Total | 5,916 | 1,028.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Analyst Portfolio Management Ltd
✚
|
1.0 | |
|
9258 Wealth Management LLC
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|
OH | 1.0 |
|
MLG Wealth Management Inc
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MN | 1.0 |
|
Alpen Partners International AG
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|
1.0 | |
|
Vision Capital Management Inc
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OR | 1.0 |
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Association Financial Services Inc
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UT | 1.0 |
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Great Waters Wealth Management
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MN | 1.0 |
|
Journey Advisory Group LLC
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KY | 1.0 |
|
Greenrock Research Inc
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IL | 1.0 |
|
Level Four Capital Management
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|
TX | 1.0 |