Triveni Capital Investments LP

Fee-Only (% of Portfolio)

Triveni Capital Investments manages investments for private investment funds. Triveni focuses on longer-duration fundamental equity investing in the financial sector through a global, low-net concentrated strategy. Triveni combines fundamental analysis with risk management to generate returns. Triveni invests primarily in equities and equity-linked securities of publicly traded companies operating in the financial sector, but may take advantage of opportunities in other asset classes.

Assets Under Management$320M
Clients6
AdvisorsN/A
Avg. per Client$53M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Triveni Capital manages investments for private funds and receives a management fee. The management fee is generally equal to an annual rate of 1.25% - 1.50% depending on the particular fund.

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