# Motilal Oswal Capital Limited

> Motilal Oswal Capital Limited is an SEC-registered investment advisory firm in Prabhadevi, Mumbai, India, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 28, 2026.

- CRD: 286146
- Filed as: MOTILAL OSWAL CAPITAL LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Prabhadevi, Mumbai, India
- Filing period: October 2026
- Form ADV filing dated: June 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286146
- AdvisorCensus page: https://advisorcensus.com/firm/motilal-oswal-capital-limited-prabhadevi-mumbai-286146

## Quick answers

**How is Motilal Oswal Capital Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Motilal Oswal Capital Limited reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Motilal Oswal Capital Limited located?**
Motilal Oswal Capital Limited's principal office is in Prabhadevi, Mumbai, India, according to its Form ADV.

**Is Motilal Oswal Capital Limited registered with the SEC or a state?**
Motilal Oswal Capital Limited is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286146.

**How much does Motilal Oswal Capital Limited manage?**
Motilal Oswal Capital Limited reports $116,114,208 in regulatory assets under management in its Form ADV filing dated June 28, 2026 (0% discretionary).

**How have Motilal Oswal Capital Limited's assets and staff changed since 2021?**
In the Form ADV data for Motilal Oswal Capital Limited: Regulatory assets under management: $30,952,054 in the October 2021 data and $116,114,208 in the October 2026 data, up 275%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Motilal Oswal Capital Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Motilal Oswal Capital Limited report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286146

**What changed in Motilal Oswal Capital Limited's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 1 to 2. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $116,114,208
- Discretionary: $0
- Non-discretionary: $116,114,208

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $116,114,208 |

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

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286146

### Websites listed on Form ADV (Item 1.I)
- [motilaloswalmf.com/InternationalBusiness](https://motilaloswalmf.com/InternationalBusiness)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $30,952,054 | 5 | June 28, 2021 |
| October 2022 | $31,817,567 | 5 | June 28, 2022 |
| October 2023 | $27,888,288 | 5 | June 30, 2023 |
| October 2024 | $33,162,898 | 6 | June 30, 2024 |
| October 2025 | $117,051,701 | 6 | June 30, 2025 |
| October 2026 | $116,114,208 | 7 | June 28, 2026 |

Regulatory assets under management: $30,952,054 in the October 2021 data and $116,114,208 in the October 2026 data, up 275%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 1 to 2.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Motilal Oswal Capital Limited (CRD 286146): Form ADV filing data as of October 2026.