Shikhara Investment Management LP: new SEC registration, $227M AUM, New York, NY
Shikhara Investment Management LP (New York, New York): new SEC registration, $227M AUM, New York, NY. Its amount of 227 is above the median of 134 (71st percentile). Dated 145 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 227 · 71th percentile of 1,149 NewRiaPulse records · 1.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 177 related NY NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Shikhara Investment Management LP |
| Legal name | Shikhara Investment Management LP |
| CRD | 329963 |
| Status | Approved |
| Registered with the SEC | 2026-06-12 |
| Latest Form ADV filing | 2026-07-31 |
| Location | New York, NY, United States |
| Regulatory AUM | $226,929,323 |
| Accounts | 4 |
| Employees | 4 |
| Website | https://www.linkedin.com/company/shikhara-investments/ |
| amount percentile | 71th of 1,149 (median 134, 1.7x median) |
| Peer records CSV (178 NY records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NY first): Park Square Capital USA LP · Silver Rock Capital Partners · Alesco Advisors, LLC, An Esl Company · Bonaccord Capital Partners · S3 Capital Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Shikhara Investment Management LP and 178 New York peers
- New York NewRiaPulse records like this one: 178
- Shikhara Investment Management LP's amount: 71st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New York peer: $35,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $227M under management.
- Website on file.
What is the NewRiaPulse record for Shikhara Investment Management LP in New York, New York?
Shikhara Investment Management LP received SEC registration as an investment adviser (2026-06-12) with $226,929,323 in regulatory assets under management, based in New York, NY.
How does Shikhara Investment Management LP compare to other New York NewRiaPulse records?
Its amount of 227 sits in the upper half (71th percentile) of 1,149 records; the median is 134. It is 145 days old; check the official source for later updates before acting.
Shikhara Investment Management LP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Shikhara Investment Management LP | New York, NY | 227 | 71st | 2026-06-12 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in New York NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.