The LOCUS INVESTMENT GROUP is a privately held investment adviser that advises $483.67mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LOCUS INVESTMENT GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 6.61% over the last 5-years.
The Group has been registered with the SEC for 7.98 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 33 EDITH CAVELL STREET, PORT LOUIS, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 4 employees comprised of 4 investment and 0 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $483.67mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 1 other account. Assets of Corporations or Other Businesses clients own $454.47mn or 93.96% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $29.2mn or 6.04% of Total Assets.
The Group's top investment strategies include Emerging Markets, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are Corporations or Other Businesses and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 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 management fees and performance-based fees.
LOCUS INVESTMENT GROUP names 1 sub-adviser LOCUS INDIA FINANCIAL ADVISORS PVT. LTD. to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.