AVENDUS WEALTH MANAGEMENT PRIVATE LIMITED
Latest filing: Aug 14, 2024 (240 days ago)
AUM
$1,671,890,504
0% change vs. 1 year ago
96% change vs. 3 years ago
19% change vs. 5 years ago
1247% change vs. 10 years ago
Employee Count
148
-5% change vs. 1 year ago
41% change vs. 3 years ago
24% change vs. 5 years ago
825% change vs. 10 years ago
Main Office
MUMBAI,
PLATINA BLDG, 9TH FLOOR, PLOT NO. C-59, MUMBAI, , INDIA, 400 051
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $1.7 |
| Total | $1.7 |
| Client | AUM |
|---|---|
| Retail | $0.9 |
| Pooled | $0.0 |
| Institutional | $0.8 |
| Total | $1.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 300 | $0.2 |
| Average Individual AUM | $760,437 | |
| HNW | 21 | $0.7 |
| Average HNW AUM | $31,610,945 | |
| Retail Total | 321 | $0.9 |
| Average Retail AUM | $2,778,694 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| HDFC BANK LTD | MUMBAI--IND | $1.7 |
| AXIS BANK LIMITED | MUMBAI--IND | $0.0 |
| IL&FS SECURITIES SERVICES LIMITED | MUMBAI--IND | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.7 |
| Retail SMA AUM | $0.9 |
| Institutional SMA AUM | $0.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 100% | $1.7 |
| Total | 100% | $1.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| AVENDUS CAPITAL, INC. | $0.0 | broker-dealer | 150160 |
| AVENDUS FINANCE PRIVATE LIMITED | $0.0 | - | |
| AVENDUS CAPITAL PTE. LTD. | $0.0 | 321058 | |
| AVENDUS CAPITAL PRIVATE LIMITED | $0.0 | - | |
| AVENDUS CAPITAL PUBLIC MARKETS ALTERNATE STRATEGIES LLP | $0.0 | 304174 | |
| AVENDUS PE INVESTMENT ADVISORS PVT. LTD | $0.0 | - | |
| OCEAN DIAL ASSET MANAGEMENT LIMITED | $0.0 | 226612 | |
| AVEZO ADVISORS PRIVATE LIMITED | $0.0 | - | |
| SPARK INSTITUTIONAL EQUITIES PRIVATE LIMITED | $0.0 | broker-dealer | - |
| OCEAN DIAL ASSET MANAGEMENT INDIA PRIVATE LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GEORGE MITRA | MUMBAI | ||||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $1.7 | $0.0 | 0% | 148 | 0 | 0% |
| 2024-04-02 | $1.7 | $0.0 | 0% | 155 | -7 | -5% |
| 2023-04-04 | $2.4 | -$0.8 | -31% | 134 | 14 | 10% |
| 2022-04-01 | $0.9 | $0.8 | 96% | 105 | 43 | 41% |
| 2021-04-05 | $1.0 | $0.7 | 67% | 99 | 49 | 49% |
| 2020-04-01 | $1.4 | $0.3 | 19% | 119 | 29 | 24% |
| 2019-04-01 | $0.9 | $0.8 | 87% | 67 | 81 | 121% |
| 2018-04-02 | $0.4 | $1.2 | 274% | 61 | 87 | 143% |
| 2017-04-01 | $0.4 | $1.3 | 345% | 48 | 100 | 208% |
| 2016-04-01 | $0.2 | $1.5 | 776% | 22 | 126 | 573% |
| 2015-04-01 | $0.1 | $1.5 | 1247% | 16 | 132 | 825% |
| 2014-04-01 | $0.1 | $1.6 | 1718% | 17 | 131 | 771% |
| 2013-04-01 | $0.1 | $1.6 | 1806% | 15 | 133 | 887% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-04/13/2011, NJ-04/26/2011, NY-04/13/2011, TX-11/07/2011 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV