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CARNELIAN ASSET MANAGEMENT & ADVISORS PRIVATE LIMITED

CRD 335103 · SEC 801-134884

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1205/1206 ONE LODHA PLACE, SENAPATI BAPAT MARG, LOWER PAREL WEST, MUMBAI, MAHARASHTRA, CA, 400013, India

Phone

+919892038960

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.50B

Discretionary AUM

$1.50B

Team

73 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-05-11

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals4535$954.9M
Pooled investment vehicles5$543.9M

States served

CA, NJ, NY, TX, NH

All web addresses on file

Official SEC filing: View on IAPD