Truehelm, LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 165448
- Registered since
- August 12, 2014
- Website
- www.ttcapitalpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Truehelm, LLC is an SEC-registered limited liability company formed in 2014 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and frequently acts in sponsor/GP or managing-member roles for those vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees typical of private equity structures. Truehelm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
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
1 of 1
Dawn Owens
CEO and PartnerCRD 7088121
Contacts
2 of 2
Kevin Green
Executive ChairmanCRD 3244171
David Hill
Director of Legal & ComplianceCRD 5977167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3600 American Blvd W
- Time zone
- CT (UTC-6)
- Office locations
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