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 manager and adviser to pooled vehicles. The firm is SEC-registered (since 2023) and serves an institutional client base. Its business mix includes CPO/CTA activity and portfolio management for pooled investment vehicles, and it acts as sponsor/GP/managing member on funds it organizes. Compensation combines a percentage-of-AUM management fee with performance-based fees. Triveni does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

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