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 a limited partnership organized as a hedge fund that provides portfolio management to pooled investment vehicles and to businesses or institutional clients. The firm is registered with the SEC (registration year listed as 2026) and operates as a CPO/CTA in addition to acting as an adviser and sponsor or managing member of pooled vehicles. Its client focus is institutional, and it charges a combination of asset-based fees and performance-based fees. The firm does not position itself as an ESG investor and is not described as a multi-state adviser.