Shikhara Investment Management provides portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 1 private fund.
Shikhara Investment Management reports 3 clients. They include 3 pooled investment vehicles. Of its assets, 100.0% ($227M across 4 accounts) are managed with discretion. Of its clients, 99% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 5% |
| Pension and profit-sharing plans | Fewer than 5 | 95% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 3 | $10.3M | 4.6% | $3.44M |
| Pension and profit-sharing plans | Fewer than 5 | $217M | 95.4% | — |
| Total | 3 | $227M | 100% | — |
- Clients
- 3
- Regulatory AUM
- $10.3M
- AUM share
- 4.6%
- Avg. per client
- $3.44M
- Clients
- Fewer than 5
- Regulatory AUM
- $217M
- AUM share
- 95.4%
- Avg. per client
- —
Total
- Clients
- 3
- Regulatory AUM
- $227M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 99%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Shikhara Investment Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Rahul Chadha owns 75% or more of Shikhara Investment Management. The leadership team of Shikhara Investment Management includes Chief Investment Officer Rahul Chadha and Chief Operating Officer Se Han Song. It has 4 employees, 2 of them in advisory roles.
Leadership
- Se Han SongChief Compliance Officer/ Chief Operating Officer/ Director
- Rahul ChadhaFounder, Chief Investment Officer
Staff
- 4 employees
- 2 in advisory functions
- Owns 75% or more of Shikhara Investment Management LP
Rahul Chadha
Control person · since February 2024
Shikhara Investment Management’s regulatory assets grew Infinity× from $0 (July 2024) to $227M (July 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $227M | 3 | 4 | 1 |
| July 2024 | $0 | 0 | 3 | 1 |
Besides its headquarters, Shikhara Investment Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 45 Rockefeller Plaza, Suite 2168, New YorkHQ
Contact and registration details
- Legal name
- Shikhara Investment Management LP
- Headquarters
- 45 Rockefeller Plaza, Suite 2168, New York, NY 10111
- Website
- shikhara.com
- Phone
- 646-809-5433
- @shikhara-investments
- SEC file
- 801-136497
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Shikhara Investment Management uses BNP Paribas S.a. ($217M) as custodian for its separately managed accounts. Shikhara Investment Management has custody of $10.3M in client assets for 3 clients.
- BNP Paribas S.a.BNP Paribas S.a. · Sydney · $217M100%
At year end, Shikhara Investment Management’s separately managed accounts were mostly in cash (100%).
What the accounts hold
- Cash100%
How many clients does Shikhara Investment Management have?
Shikhara Investment Management has 3 clients and manages $227 million for them, as of July 2026. They include 3 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 July 2026
What services does Shikhara Investment Management offer?
Shikhara Investment Management provides portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Shikhara Investment Management use?
Shikhara Investment Management’s separately managed account assets are held at BNP Paribas S.a. (Sydney), with $217M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026
How many financial advisors does Shikhara Investment Management have?
Shikhara Investment Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Shikhara Investment Management invest in?
At the end of its last fiscal year, Shikhara Investment Management’s separately managed accounts held 100% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Shikhara Investment Management?
Shikhara Investment Management’s direct owner is Rahul Chadha (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 July 2026
How does Shikhara Investment Management get paid?
Shikhara Investment Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Shikhara Investment Management?
Shikhara Investment Management’s main office is at 45 Rockefeller Plaza, Suite 2168, New York, NY 10111. Its phone number is 646-809-5433. Its website is shikhara.com.