The KOTAK MAHINDRA GROUP is a privately held investment adviser that advises $83.38Bn in regulatory assets under management held in 2 SEC fund types across 6 investment strategies. KOTAK MAHINDRA GROUP 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 145.35% over the last 5-years.
The Group has been registered with the SEC for 20.51 years and is comprised of 3 filing and 0 relying advisers. They operate out of 7 office locations with their Headquarters at 27 BKC, 7TH FLOOR, PLOT NO.C-27 """G"" BLOCK, BANDRA KURLA COMPLEX, BANDRA (EAST)", MUMBAI, -. The Group has been subject to regulatory enforcement actions. They are regulated by 16 US and Non-US bodies.
They have 230 employees comprised of 63 investment and 167 non-investment staff. The total number of Employees increased by 1,669.23% over the last 5-years.
Their $83.38Bn in assets advised are owned by 75 private funds, 123 public funds and BDCs and 637 other accounts. Assets of Investment Companies (IC) clients own $60.27Bn or 72.29% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $7.93Bn or 9.51% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Multi Strat, representing 52.16%, 32.83% and 11.82% of total assets, respectively.
They advise 4 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 8 Fund Administrators, 5 Fund Auditors, 0 Prime Brokers, 11 Custodians and 17 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
KOTAK MAHINDRA GROUP names 2 sub-advisers MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED, UNIFI INVESTMENT MANAGEMENT LLP to 2 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.