TRIVENI CAPITAL INVESTMENTS LP

RIASEC RegisteredEst. 2023
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$60.2M
Accounts
5
Employees
6
Advisory reps
1

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
325802
Registered since
May 31, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Triveni Capital Investments LP is a limited partnership operating as a hedge fund and registered with the SEC in 2023. It serves institutional clients and acts in capacities typical of commodity pool/CTA operators, providing portfolio management for pooled investment vehicles. The firm charges both a percentage-of-assets management fee and performance-based fees. It functions as a sponsor and general partner/managing member of pooled vehicles. Triveni is not an active ESG investor and does not identify as a multi-state or pension-consulting adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • SAHUL SHARMA

    Founder and Portfolio ManagerCRD 6421706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
107 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth