Overview
Description of the Advisory Firm
Think Investments LP (the “Investment Manager” or “Think Investments”) is a Delaware limited
partnership organized in June 2013. Shashin Shah is the sole owner of the Investment Manager
and is the Managing Principal of Think Capital Management LLC, the General Partner of Think
Investments.
Description of Advisory Services
Think Investments provides investment advice and management to privately placed investment
funds (as described below), including limited partnerships for which Think Investments, or an
affiliate, is either the general partner or investment manager (“Partnerships”) and non-U.S.
companies and partnerships (“Offshore Funds”). Partnerships include TIMF LP (the “Master
Fund”), a Cayman Islands limited partner, Think Investments Fund LP (the “Domestic Fund”), a
Delaware limited partnership, Think India Opportunities Master Fund LP (the “India Master
Fund”), a Cayman Islands limited partner; and Think India Opportunities Fund LP (the “India
Domestic Fund”), a Delaware limited partnership. Offshore Funds include Think Investments
Offshore Ltd. (the “Offshore Fund”) and Think India Opportunities Offshore Ltd (the “India
Offshore Fund”), a Cayman Islands exempted company. Partnerships and Offshore Funds are
collectively referred to herein as “Clients.” Investment advisory services are provided to each
Client pursuant to separate investment management agreements between each Client and Think
Investments.
The Clients conduct a private offering of their interests (“Interests”) to certain qualified investors
as described in response to Item 7, below (such investors and perspective investors are referred
herein as “Investors”).
The Clients’ investment objective is to compound capital at attractive, risk-adjusted
rates of
return over a long period of time. The Clients will seek to achieve its objective by implementing
primarily long-short investment strategies in the global equity markets. Although the Investment
Manager anticipates that the Clients will focus primarily on long-short investing in publicly-
traded equities, the Clients may also invest in preferred stocks, warrants, rights, options, swaps
and other derivative instruments, bonds and other fixed income securities, futures and money
market instruments. The Clients will employ short-selling, margin trading, hedging and other
investment strategies.
In addition to the strategies above, the Clients may also invest a portion of assets in private,
longer-duration, illiquid positions or “Designated Investments” (DI). DIs are private equity
investments without an actionable market value. An Investor’s participation in a DI must continue
until the DI is realized. Certain DIs may be held for a matter of years after an Investor has
otherwise redeemed all of its other capital from the Clients.
Client Tailored Services and Client Imposed Restrictions
Think Investments manages the Clients’ investments in accordance with the investment
objectives and strategies set forth in the Clients’ offering documents. Generally, there are no
material limitations on the instruments, strategies and markets in which the Investment Manager
may trade, nor is it subject to any formal diversification requirements or concentration limits and
does not require consultation with the Clients or their Investors.
Wrap Fees
Think Investments does not participate in wrap fee programs.
Assets Under Management
As of December 31, 2023, the Investment Manager had $3,265,231,886, on a discretionary basis,
in Client regulatory assets under management.