SourcingSourcing

THINK INVESTMENTS LP

C25
CRD 169347·SEC 801-78779·SAN FRANCISCO, CA
AUM
$4.30B
$1B+
Est. Revenue
$43.0M
@ 1% on AUM
Est. EBITDA
$12.9M
@ 30% margin
Est. Deal Value
$103.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THINK INVESTMENTS LP
CRD
169347
SEC file #
801-78779
EIN
000000000
DBA names
Think Investments

Economics

AUM
$4.30B
AUM band
$1B+
AUM trajectory
'20'26
$1.25B → $4.30B▲ +245%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
24
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
5 advisors → 12 advisors▲ +140%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
thinkinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHAH, SHASHIN, PRADIP
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
SHAH, SHASHIN, PRADIP
SHAH REVOCABLE TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THINKINVESTMENTS.COM
Rdap Domain Creation Date
2004-07-26T18:23:30Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001597678
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2014-01-22
Edgar Last Filing Date
2025-08-08
Edgar Form D Count
13
Edgar Form D Offerings
2025-08-082025-08-08 · 0001597678-25-000002
2024-08-092024-08-09 · 0001597678-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley9
Goldman Sachs6
Northern Trust4
E*trade4
Fidelity3
Edgar Addresses
Mailing
UGLAND HOUSE, SOUTH CHURCH STREETGRAND CAYMAN, E9, KY1-1104
Business
UGLAND HOUSE, SOUTH CHURCH STREETGRAND CAYMAN, E9, KY1-1104
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-08-08 · 0001597678-25-000002
D/A2024-08-09 · 0001597678-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-26T18:23:30Z
Rdap Domain Last Changed
2022-10-12T22:59:51Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4884335
Trust Company Affiliate
No

People (3)

3
SHAH, SHASHIN, PRADIP
Direct Owner · 87.5%
4884335
KIM, JENNIFER, NA CHONG
Executive Officer · 2.5%
7889589
WERNER, MARCUS, ANDREW
Executive Officer · 2.5%
5064870