# Locus Investment Group, Ltd.

> Locus Investment Group, Ltd. is an SEC-registered investment advisory firm in Port Louis, Mauritius, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 297940
- Filed as: LOCUS INVESTMENT GROUP, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Port Louis, Mauritius
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297940
- AdvisorCensus page: https://advisorcensus.com/firm/locus-investment-group-ltd-port-louis-297940

## Quick answers

**How is Locus Investment Group, Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Locus Investment Group, Ltd. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Locus Investment Group, Ltd. located?**
Locus Investment Group, Ltd.'s principal office is in Port Louis, Mauritius, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Locus Investment Group, Ltd. registered with the SEC or a state?**
Locus Investment Group, Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297940.

**How much does Locus Investment Group, Ltd. manage?**
Locus Investment Group, Ltd. reports $483,667,923 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Locus Investment Group, Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Locus Investment Group, Ltd.: Regulatory assets under management: $269,309,751 in the October 2021 data and $483,667,923 in the October 2026 data, up 80%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Locus Investment Group, Ltd. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1); corporations or other businesses not listed above (1).

**Does Locus Investment Group, Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297940

**Does Locus Investment Group, Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The Adviser generally has a minimum size for a Fund. Typically, investors are required to make investment commitments of at least $5 million."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $5,000,000

> The Adviser generally has a minimum size for a Fund. Typically, investors are required to make investment commitments of at least $5 million.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $483,667,923
- Discretionary: $483,667,923
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $29,195,164 |
| Corporations or other businesses not listed above | 1 | $454,472,759 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New Delhi

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $269,309,751 | 5 | March 29, 2021 |
| October 2022 | $366,864,815 | 5 | June 1, 2022 |
| October 2023 | $333,306,187 | 5 | March 20, 2023 |
| October 2024 | $448,460,936 | 5 | March 15, 2024 |
| October 2025 | $479,812,514 | 5 | March 13, 2025 |
| October 2026 | $483,667,923 | 4 | March 17, 2026 |

Regulatory assets under management: $269,309,751 in the October 2021 data and $483,667,923 in the October 2026 data, up 80%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Locus Investment Group, Ltd. (CRD 297940): Form ADV filing data as of October 2026.