CRD: 335103
Carnelian Asset Management & Advisors Private Limited
$1.5B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
73 Employees
4,540 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- OptimaHorizon fusion
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
1205/1206 ONE Lodha Place Senapati Bapat Marg, Lower Parel West Mumbai, Maharashtra --
About Carnelian Asset Management & Advisors Private Limited
Carnelian Asset Management & Advisors Private Limited is a Mumbai, Maharashtra-based RIA. The firm has been operating for 5 years. Managing $1.5B in total assets under management, with 4 advisory representatives. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$374.7M AVG AUM / ADVISOR
$330.1K AVG AUM / CLIENT
5 yrs AVG TENURE
73 Employees
4 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Summit
Asset Classes
North peak Frontier peak Zenith insight Legacy vector North quantum Momentum catalyst
Client Personas
Zenith pathway
Custodian
Focus Wave signal Peak Pioneer Foundation ridge Pathway Signal vertex Peak Horizon Prime Prime
Investment Themes
Signal Fusion foundation Horizon Delta
Investment Vehicles
Element element
Services
Summit value Vital zenith
Technology
Fusion vector Vital
Owner & Executives
Swati Khemani
Chief Executive Officer, DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
(454) 753-9010
element.bridge@meridiancapital.com
in linkedin.com/in/pathway-ember
Vikas Khemani
DIRECTOR
- CRD
- --
- Ownership
- 25% but less than 50%
(203) 557-2551
wave.vector@quantumcapital.com
in linkedin.com/in/insight-value
C
Capital harbor
North legacy
- CRD
- #78785
- Ownership
- 46.7%
(264) 383-8964
optima.wave@legacycapital.com
in linkedin.com/in/horizon-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,498,860,000 | $330,145 |
| Non-Discretionary | $0 | -- |
| Total | $1,498,860,000 | $330,145 |
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Separately Managed Accounts
Total SMA Asset: $954,920,000
Equity - Exchange:
52.1% Cash:
24.4% Equity - OTC:
23.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,843,777,694 | 52.1% |
| Cash | $1,331,826,789 | 24.4% |
| Equity - OTC | $1,282,702,031 | 23.5% |
| Total | $5,458,306,514 | 100.0% |