TRU-CAPITAL INVESTMENT FUND, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
324835
Registered since
October 24, 2023

Firm profile

FINTRX

Overview

Tru-Capital Investment Fund, LLC is a limited liability company that operates primarily as a sponsor and managing member of pooled investment vehicles. The firm is registered with the SEC (registration year 2023) and is structured as a domestic entity with individual ownership reported. Tru-Capital’s activity is concentrated on private fund sponsorship and GP-level management rather than on delivering traditional advisory services to retail accounts; the entity is flagged as a sponsor of limited partnerships and as the general partner/managing member of pooled investment vehicles. Investment activity is centered on private equity. Tru-Capital is not identified as an active ESG investor, and it does not report multi-state advisory operations or pension consulting activity. Its classification is listed as unclassified and it is not identified as a capital allocator in the conventional sense of a broad multi-asset allocator to third-party managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JAMES BASON

    President and Chief Executive OfficerCRD 7821132

  • Stephanie Kabore Turquin

    Chief Financial OfficerCRD 8065326

Contacts

1 of 1
  • JERREL DUFFY

    Senior Vice PresidentCRD 8132035

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
39 W 37th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth