TRUE WIND CAPITAL MANAGEMENT, L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 281109
- Registered since
- April 4, 2016
- Website
- www.truewindcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2RUFINA ADAMS
Chief Financial OfficerCRD 6906349
Nima Kelly
Chief Operating OfficerCRD 7445855
Contacts
2 of 2JAMES GREENE
Founding PartnerCRD 6555436
ADAM CLAMMER
Managing PartnerCRD 2265171
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
CARRICK CAPITAL PARTNERS
RIASAN FRANCISCO, CA
SOFI WEALTH LLC
RIASAN FRANCISCO, CA
BRISTOL GROUP INC
RIASAN FRANCISCO, CA
INTERMEDE GLOBAL PARTNERS INC
RIASAN FRANCISCO, CA
SPYGLASS CAPITAL MANAGEMENT, LLC
RIASAN FRANCISCO, CA
HMI Capital Management, L.P.
RIASAN FRANCISCO, CA