TRUE WIND CAPITAL MANAGEMENT, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$173M
Accounts
12
Employees
28
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
281109
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

True Wind Capital Management, L.P. is a limited partnership that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered and positions itself as an investor and sponsor involved in pooled investment vehicles, serving both as an adviser and as a general partner/managing member to funds it oversees. Its compensation mixes a percentage-of-assets fee with performance-based fees. The firm identifies as an active ESG investor and provides portfolio management for pooled investment vehicles rather than direct retail advisory services.

Assets & Accounts

Public Holdings

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
  • RUFINA ADAMS

    Chief Financial OfficerCRD 6906349

  • Nima Kelly

    Chief Operating OfficerCRD 7445855

Contacts

2 of 2
  • JAMES GREENE

    Founding PartnerCRD 6555436

  • ADAM CLAMMER

    Managing PartnerCRD 2265171

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth