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| Marcellus Investment Managers Private Limited
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|
|
|---|---|
| CRD # | 317251 |
| SEC # | 801-122939 |
| CIK # | |
| AUM | $1.3 BB (2023-03-21) |
| Employees | 100 (19% Investors, 0% Brokers) |
| Phone | 912262676872 |
| Address | 929, Dbs Business Centre, Kanakia Wall Street Mumbai Maharashtra, India |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,064 | 905.3 |
| (b) Individuals (high net worth individuals) | 123 | 330.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 71.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,189 | 1,308.1 |
| By Discretionary | ||
| Discretionary | 7,151 | 1,266.3 |
| Non-Discretionary | 38 | 41.8 |
| Total | 7,189 | 1,308.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,232.3 | |
| United States Persons | 75.8 | |
| Total | 7,189 | 1,308.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UMA Financial Services Inc
✚
|
UT | 1.3 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.3 |
|
Aprio Wealth Management LLC
✚
|
GA | 1.3 |
|
Advisors' Pride Inc
✚
|
WI | 1.3 |
|
Cooper Financial Group
✚
|
CA | 1.3 |
|
AXIA Advisory Corp
✚
|
IN | 1.3 |
|
Wright Investors Service Inc
✚
|
CT | 1.3 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.3 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.3 |
|
Capitol Securities Management Inc
✚
|
VA | 1.3 |