Shikhara Investment Management LP

RIASEC Registered
Total AUM
$227M
Discretionary
$227M
100% of AUM
Avg account
$56.7M
Accounts
4
Employees
4
Advisory reps
2

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 a limited partnership operating as a hedge fund manager and registered with the SEC in 2026. The firm serves institutional clients and functions in roles consistent with commodity-focused trading: it lists CPO/CTA among its business activities and provides portfolio management for pooled vehicles and for businesses or institutions. Compensation comes via a combination of a percentage-of-assets fee and performance-based fees, consistent with an active hedge fund structure. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
45 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth