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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Marcellus Investment Managers Private Limited
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|---|---|
| CRD # | 317251 |
| SEC # | 801-122939 |
| CIK # | |
| AUM | $603.4 M (2025-06-26) |
| Employees | 119 (27% Investors, 0% Brokers) |
| Phone | 08069199400 |
| Address | Boston House, 102 First Floor, Mumbai Maharashtra, India |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,859 | 429.6 |
| (b) Individuals (high net worth individuals) | 32 | 137.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 36.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,894 | 603.4 |
| By Discretionary | ||
| Discretionary | 3,880 | 565.9 |
| Non-Discretionary | 14 | 37.5 |
| Total | 3,894 | 603.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 577.5 | |
| United States Persons | 25.9 | |
| Total | 3,894 | 603.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sageguard Financial Group LLC
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|
TN | 0.6 |
|
Sovereign Wealth Advisors LLC
✚
|
TX | 0.6 |
|
Verde Capital Management Inc
✚
|
MI | 0.6 |
|
American Independent Securities Group LLC
✚
|
ID | 0.6 |
|
Marotta Asset Management Inc
✚
|
VA | 0.6 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.6 |
|
Saaga LLC
✚
|
FL | 0.6 |
|
Lunt Capital Management Inc
✚
|
UT | 0.6 |
|
New England Capital Financial Advisors LLC
✚
|
CT | 0.6 |
|
BCWM LLC
✚
|
KS | 0.6 |