Truarc Partners, LP

RIASEC RegisteredEst. 2021
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$173M
Accounts
23
Employees
28
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
312288
Registered since
March 22, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truarc Partners, LP operates as a private equity-focused fund manager organized as a limited partnership and registered with the SEC in 2021. The firm targets institutional clients and acts primarily as an adviser to pooled investment vehicles, carrying responsibilities consistent with a sponsor/GP and manager of closed‑end funds. Truarc is also registered as a CPO/CTA and reports portfolio management for pooled vehicles among its core advisory activities. Fee arrangements include asset‑based fees, performance‑linked fees, and other fee structures. The firm identifies itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Ian Snow

    Ian Snow

    CEOCRD 5935955

  • Jonathan Dworkin

    Jonathan Dworkin

    Chief Financial OfficerCRD 7701314

  • Alisen Pappalardo

    Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

Contacts

3 of 4
  • John Pless

    John Pless

    Co-Managing PartnerCRD 4725244

  • Brandon Kiss

    CRD 4965503

  • Alan Mantel

    Alan Mantel

    Co-Managing PartnerCRD 2089162

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth