TRUARC PARTNERS, LP

RIASEC RegisteredEst. 2021
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$173M
Accounts
23
Employees
28
Advisory reps
6

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 is a limited partnership that operates as a private equity fund manager and registered investment adviser focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (initial registration in 2021) and combines roles typical of fund sponsors: portfolio management for pooled vehicles, commodity pool operator/commodity trading adviser activity, and acting as sponsor, general partner or managing member of its funds. Truarc charges both asset-based fees and performance-linked fees and identifies itself as an active ESG investor, indicating some level of environmental, social or governance considerations integrated into its processes.

Assets & Accounts

Investments & Alternatives

Investment profile

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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

    CEOCRD 5935955

  • JONATHAN DWORKIN

    Chief Financial OfficerCRD 7701314

  • Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

Contacts

3 of 3
  • JOHN PLESS

    Co-Managing PartnerCRD 4725244

  • ALAN MANTEL

    Co-Managing PartnerCRD 2089162

  • OGDEN PHIPPS

    Co-Managing PartnerCRD 4234460

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