Carnelian Asset Management & Advisors Private Limited
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 335103
· SEC file 801-134884
· Mumbai, Maharashtra
· www.carneliancapital.co.in
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ADV data as of May 11, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 4,540
- Avg AUM / client
- $330K
- Accounts
- 4,540
- Employees
- 73
AUM over time
$1.5B
$1.5B
Nov 4, 2025
May 11, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4,535 | $955M | 63.7% |
| Pooled investment vehicles (non-investment companies) | 5 | $544M | 36.3% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Nuvama Custodial Services Limited $955M (64% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗