SourcingSourcing

TRIVENI CAPITAL INVESTMENTS LP

B52
CRD 325802·SEC 801-128102·STAMFORD, CT
AUM
$300.9M
$100M-$500M
Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$903K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIVENI CAPITAL INVESTMENTS LP
CRD
325802
SEC file #
801-128102
EIN
883754112
DBA names
—

Economics

AUM
$300.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$315.6M → $300.9M▼ -5%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/trivenicap/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHARMA, SAHUL, NATH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHARMA, SAHUL, NATH
TRIVENI CAPITAL INVESTMENTS GP
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002062730
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-17
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001214659-26-006430

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Goldman Sachs6
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
107 ELM STREET10TH FLOORSTAMFORD, CT 06902
Business
107 ELM STREET10TH FLOORSTAMFORD, CT 06902
Edgar EIN
883754112
Edgar Recent Filings
13F-HR2026-05-15 · 0001214659-26-006430
13F-HR2026-02-17 · 0001214659-26-001873
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6421706
Trust Company Affiliate
No

People (1)

1
SHARMA, SAHUL, NATH
Direct Owner · 87.5%
6421706