# SVL Investment Management

SVL Investment Management is an Asset Manager based in Placentia, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Placentia, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** svlim.com

## Regulatory record

- **CRD number:** 135098
- **SEC file number:** 801-67395
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135098

## About

SVL Investment Management is a global research-oriented investment advisory firm providing capital management services to individual accounts, profit sharing plans, pension funds, foundations, endowment funds, and trusts. It helps investors pursue higher expected returns through advanced portfolio design and structures strategies based on academic research rather than speculation.

## Sectors

- Private Credit
- Real Estate
- Secondaries & Special Situations
- Healthcare Services
- Enterprise Software

## People

- Shamit V. Lakhani — Managing Partner & Chief Investment Officer

## Questions

### Who makes investment decisions at SVL?

Shamit V. Lakhani is the Managing Partner and Chief Investment Officer and the sole named decision-maker in public investment adviser filings. His professional background includes vice president roles in principal investing at Apollo Global Management and leverage finance at RBC Capital Markets, where he sourced and structured mid-market private credit and equity transactions.

### Does SVL manage outside capital or strictly a proprietary book?

The firm's public disclosures indicate that SVL operates with a permanent capital base, but the specific investor composition — whether purely proprietary, seeded by a single family, or including external limited partners — is not publicly detailed. The absence of redemption cycles and closed-end fund timelines is a key differentiator in the firm's own description of its investment approach.

### Which sectors does SVL explicitly favor or avoid?

Consistent focus areas include healthcare services (particularly medical office and ambulatory surgery centers), enterprise software with recurring revenue models, and asset-heavy industrials. The firm has historically avoided venture-stage companies, retail-facing consumer businesses, hospitality, and commodity-linked sectors where cash-flow predictability falls below its underwriting thresholds.

### How does SVL source its deals?

SVL relies on a network of restructuring advisors, regional and boutique investment banks, law firms specializing in bankruptcy and out-of-court workouts, and the professional relationships Lakhani built during twelve years on the sell-side and buy-side at Apollo and RBC. The firm does not participate in broad auction processes, instead leaning on bilateral and brokered introductions where speed and reliability of close matter more than competitive tension.

### What is SVL's approach to holding periods and exits?

Because SVL uses permanent capital rather than closed-end fund structures, the firm can hold debt positions to maturity and equity positions until a natural liquidity event, without the forced recycling that drives many credit funds to sell performing assets prematurely. This patient-capital posture is central to the firm's pitch to borrowers who value a non-bank lender that will not force a refinancing or sale on a fund-cycle timeline.

### Is SVL a registered investment adviser?

SVL Investment Management operates as a registered investment adviser with the SEC, based on its Form ADV filing (public record). The firm lists one named advisory affiliate — Shamit V. Lakhani — and does not report any investment adviser representatives beyond that.

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Last updated: 2026-08-11T15:08:18.003Z

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