The MOTILAL OSWAL CAPITAL is a privately held investment adviser that advises $17.21Bn in regulatory assets under management held in 1 SEC fund types across 5 investment strategies. MOTILAL OSWAL CAPITAL is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 379.22% over the last 5-years.
The Group has been registered with the SEC for 9.09 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 10TH FLOOR, MOTILAL OSWAL TOWER RAHIMTULLAH SAYANI ROAD, OPP. PAREL ST DEPOT, MUMBAI, -. The Group has been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 7 employees comprised of 2 investment and 5 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $17.21Bn in assets advised are owned by 1 private fund, 86 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $17.09Bn or 99.33% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $116.11mn or 0.67% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Commodities and FI/Credit - Diverse, representing 94.59%, 3.32% and 0.95% of total assets, respectively.
They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group does not disclose any type of fee.
MOTILAL OSWAL CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.