Locus Investment Group, LTD.

Fee-Only (% of Portfolio)

Locus Investment Group manages assets for two proprietary funds and one institutional account, focusing on long-term growth in India. Locus invests primarily in publicly traded Indian equity and equity-related securities. Locus may engage sub-advisers, including those domiciled in India, to assist in managing the funds.

Assets Under Management$480M
Clients2
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Locus Investment Group manages investments for its funds and charges an asset-based advisory fee of up to 2% of committed capital. The exact fee and how it's calculated are detailed in each fund's documents. The fee structure can change and may vary between funds and investors. Locus may also earn fees from portfolio companies for services like mergers and acquisitions, which are separate from the management fees.

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