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LOCUS INVESTMENT GROUP, LTD.

CRD 297940 · SEC 801-113812

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

33, EDITH CAVELL STREET, PORT LOUIS, CA, Mauritius

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$483.7M

Discretionary AUM

$483.7M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles1$29.2M
Corporations/business entities1$454.5M

States served

CA

Official SEC filing: View on IAPD