# Shikhara Investment Management LP

> Shikhara Investment Management LP is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 329963
- Filed as: SHIKHARA INVESTMENT MANAGEMENT LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329963
- AdvisorCensus page: https://advisorcensus.com/firm/shikhara-investment-management-lp-new-york-ny-329963

## Quick answers

**How is Shikhara Investment Management LP compensated?**
On its Form ADV (Item 5.E, October 2026), Shikhara Investment Management LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Shikhara Investment Management LP located?**
Shikhara Investment Management LP's principal office is in New York, NY, according to its Form ADV.

**Is Shikhara Investment Management LP registered with the SEC or a state?**
Shikhara Investment Management LP is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329963.

**How much does Shikhara Investment Management LP manage?**
Shikhara Investment Management LP reports $226,929,323 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**What types of clients does Shikhara Investment Management LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Shikhara Investment Management LP use?**
Shikhara Investment Management LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Level 8, 60 Castlereagh Street as a custodian holding 10% or more of its separately managed account assets.

**Does Shikhara Investment Management LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329963

**Does Shikhara Investment Management LP state an account minimum?**
Its Form ADV Part 2A brochure dated May 14, 2026 says: "The Funds generally have a minimum investment amount of USD $1,000,000, but Shikhara is permitted to waive such minimum investment amount in its sole discretion."

**What changed in Shikhara Investment Management LP's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated May 14, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Funds generally have a minimum investment amount of USD $1,000,000, but Shikhara is permitted to waive such minimum investment amount in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Level 8, 60 Castlereagh Street

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $226,929,323
- Discretionary: $226,929,323
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $10,329,323 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $216,600,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [shikhara.com](https://shikhara.com)
- LinkedIn @shikhara-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | May 1, 2025 |
| October 2026 | $226,929,323 | 4 | July 31, 2026 |


## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shikhara Investment Management LP (CRD 329963): Form ADV filing data as of October 2026.