Triveni Capital Investments Lp
- Regulatory AUM
- $301M
- Discretionary
- $301M
- Clients
- 5
- Avg AUM / client
- $60.2M
- Accounts
- 5
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Investments (13F portfolio — 14 positions, $100,942,101)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Icici Bank Limited | ADR | $13,912,159 | 537,149 | 13.8% | 4.62% |
| 2 | Capital One Finl Corp | COM | $10,850,936 | 59,480 | 10.7% | 3.61% |
| 3 | Reinsurance Group Amer Inc | COM NEW | $8,630,864 | 42,275 | 8.55% | 2.87% |
| 4 | Visa Inc | COM CL A | $8,428,265 | 27,886 | 8.35% | 2.8% |
| 5 | Kkr & Co Inc | COM | $7,907,918 | 85,491 | 7.83% | 2.63% |
| 6 | Xp Inc | CL A | $7,843,795 | 411,964 | 7.77% | 2.61% |
| 7 | Jpmorgan Chase & Co | COM | $7,167,208 | 24,365 | 7.1% | 2.38% |
| 8 | S&P Global Inc | COM | $6,689,748 | 15,728 | 6.63% | 2.22% |
| 9 | First Horizon Corporation | COM | $6,482,344 | 284,813 | 6.42% | 2.15% |
| 10 | Msci Inc | COM | $6,476,205 | 12,015 | 6.42% | 2.15% |
| 11 | Huntington Bancshares Inc | COM | $6,401,601 | 409,048 | 6.34% | 2.13% |
| 12 | Umb Finl Corp | COM | $5,744,620 | 50,932 | 5.69% | 1.91% |
| 13 | Lennar Corp | CL A | $2,465,474 | 28,391 | 2.44% | 0.82% |
| 14 | Rocket Cos Inc | COM CL A | $1,940,964 | 136,208 | 1.92% | 0.65% |
Top 25 of 14 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $301M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $88.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Triveni Capital Master Fund Lp master | Hedge Fund | Cayman Islands | $88.0M | 2 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sharma, Sahul, Nath | Founder, Chief Compliance Officer, And Limited Partner | May 2022 (4y) | 75% or more |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Triveni Capital Investments Gp Llc | General Partner | May 2022 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (1, $88.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Triveni Capital Master Fund Lp | Hedge Fund | $88.0M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.23 MB | 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
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗