Triveni Capital Investments Lp

Triveni Capital Investments LP is a Delaware limited partnership established in February 2022, providing investment advisory services primarily to private investment funds. The firm's principal, Sahul Sharma, controls Triveni, which manages private funds through a master feeder structure. Triveni offers discretionary investment management services to clients, with a focus on fundamental equity investing in the financial sector globally. The firm's investment objective is to generate consistent above-average returns while preserving capital and mitigating risk through diversification and hedging activities. Triveni charges management fees ranging from 1.25% to 1.50% annually, paid quarterly in advance. The firm had approximately $315,633,271 in regulatory assets under management as of December 31, 2024, managed on a discretionary basis. Triveni may use leverage, short selling, options, and fixed income securities in its investment strategies. The firm conducts due diligence on potential investments and uses alternative data for analysis. Triveni follows a Code of Ethics, allowing personal trading with restrictions. The firm may pay third-party placement agents for investor referrals. Triveni reviews client portfolios daily, issues monthly performance letters, and provides audited financial statements annually. The firm has custody of client funds and securities and has established proxy voting policies and procedures. Triveni does not have financial commitments impairing its ability to meet obligations and has not been subject to disciplinary actions or bankruptcy proceedings.