Think Investments LP (San Francisco)

Think Investments LP is a large advisory firm based in San Francisco. It manages $1.25 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.

Think Investments provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Think Investments: assets under management

The assets under management (AUM) of Think Investments LP is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 108% since the beginning of its operation, and $1.25 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.96 million each.

Think Investments has custody of $287.22 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Think Investments LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Think Investments serves?

The only and largest group of clients of Think Investments is pooled investment vehicles with 3 clients and $1.25 billion of assets under management. Among the 11 most similar advisory firms, Think Investments has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.25 billion for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Think Investments also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Think Investments LP

The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Think Capital Management Llc	General partner of the investment manager	1 Jun 2013	Other	80-0940361
Shashin Pradip Shah	Managing principal, trustee of shah revocable trust	1 Jun 2013	75% - 100%	4884335
Thomas Martin Glaser	Cfo and cco	1 Jun 2013	Other	5922018
Shah Revocable Trust	Limited partner	1 Dec 2013	75% - 100%	xxx-xx-xxxx

Based in San Francisco

The principal office where Think Investments LP performs its advisory services is located at One Letterman Drive, San Francisco, CA 94129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415 675-3271. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday.