The MARCELLUS INVESTMENT MANAGERS PRIVATE is a privately held investment adviser that advises $315.21mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. MARCELLUS INVESTMENT MANAGERS PRIVATE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 75.9% over the last 4-years.
The Group has been registered with the SEC for 4.53 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at BOSTON HOUSE, 102 FIRST FLOOR, SUREN ROAD, NEAR WEH METRO STATION, ANDHERI EAST, MUMBAI, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 4 US and Non-US bodies.
They have 69 employees comprised of 23 investment and 46 non-investment staff. The total number of Employees decreased by 31% over the last 4-years.
Their $315.21mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $209.19mn or 66.36% of Total Assets and High Net Worth Individuals own $66.19mn or 21% of Total Assets.
The Group's top investment strategies include Emerging Markets, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
MARCELLUS INVESTMENT MANAGERS PRIVATE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.