Shikhara Investment Management LP

RIASEC RegisteredEst. 2026

Total AUM

$227M

Discretionary

$227M

100% of AUM

Avg account

$56.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 329963
Registered since: June 12, 2026
Custodians: LEVEL 8, 60 CASTLEREAGH STREET
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans95.45%
Pooled Investment Vehicles4.55%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shikhara Investment Management LP is organized as a limited partnership and operates as a hedge fund focused on institutional clients. The firm is registered with the SEC (registered year listed as 2026) and charges a mix of asset-based and performance fees. It carries CPO/CTA designations and lists its advisory activity as portfolio management for pooled investment vehicles as well as for businesses and institutions. The firm also functions in sponsor/GP and managing-member roles for pooled vehicles. Shikhara is not identified as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.