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Marcellus Investment Managers

EST. AUM
$603,401,559

CONTACTS
24

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 333069
Website marcellus-us.com
Client types

Overview

Marcellus Investment Managers, established in 2018, is a registered investment management firm that provides Portfolio Management Services (PMS) and Investment Advisory (IA) services. The firm allocates household savings to Indian companies that demonstrate consistent governance and capital allocation practices. Its investment strategy aims to achieve returns while managing risk relative to the broader Indian equity market. The firm's core investment management team has worked together for 15 years, contributing to the development of its investment approach. Marcellus' flagship offering, the Marcellus Consistent Compounders Portfolio (CCP), is a concentrated portfolio of companies with established competitive advantages. The PMS includes performance-based fee options and does not impose entry loads, lock-in periods, or exit charges.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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