AUMdb
CC

Chanakya Capital Partners

SEC-registered Investment Adviser CRD 170697 · SEC file 801-79811 · Trianon
☆ Save with Pro ADV data as of Mar 27, 2026
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

AUM over time

$20.0M $747M
May 20, 2014 Sep 29, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026

Who they serve

Client typeClientsAUM% of AUM

People (10)

NameRole / titleCredentialsWith firm sinceOwnership
Sheth, Nipa Shareholder Feb 2001 (26y) ≈ 28.13% – 75% via Trust Capital Services (I) Private Limited
Ulcoq, Jean Marc Director Nov 2013 (13y) Less than 5%
Sheth Sule, Ushma Trustee Mar 2017 (9y) GP / trustee / elected manager of Ms Utpal Sheth Trust (indirect)
Sheth, Utpal Trustee Mar 2017 (9y) GP / trustee / elected manager of Ms Utpal Sheth Trust (indirect)
Sen, Anindya Director Mar 2017 (9y) Less than 5%
Tanna, Nimit Director Mar 2017 (9y) Less than 5%
Mahadevan, Suresh, Ayodya Director May 2018 (8y) Less than 5%
Maheshwari, Sanskar Executive Director, Chief Compliance Officer Apr 2023 (3y) Less than 5%
Mottay, Veganaden Director Apr 2023 (3y) Less than 5%
Amiran, Mahmad Hayder Director Mar 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Trust Investment Advisors Private Limited Shareholder Feb 2017 A 75% or more
Trust Capital Services (I) Private Limited Shareholder May 2006 B ≈ 56.25% – 100% via Trust Investment Advisors Private Limited
Ms Utpal Sheth Trust Shareholder Sep 2024 B ≈ 14.06% – 50% via Trust Capital Services (I) Private Limited

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Sheth, Nipa: 50% – 75% of Trust Capital Services (I) Private Limited × 75% – 100% of Trust Investment Advisors Private Limited × 75% – 100% direct ≈ 28.13% – 75% of the firm
  • Trust Capital Services (I) Private Limited: 75% – 100% of Trust Investment Advisors Private Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
  • Ms Utpal Sheth Trust: 25% – 50% of Trust Capital Services (I) Private Limited × 75% – 100% of Trust Investment Advisors Private Limited × 75% – 100% direct ≈ 14.06% – 50% of the firm

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/27/2026 1010 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for pooled investment vehicles

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.

View current Form ADV (SEC/IAPD) ↗