Truemark Investments

RIASEC RegisteredEst. 2020

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$52.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 306600
Registered since: January 16, 2020
Website: www.truemarkinvestments.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Truemark Investments is an SEC-registered institutional registered investment adviser organized as a limited liability company and launched in 2020. The firm serves institutional clients, providing portfolio management specifically for investment companies. Its fee model is a percentage of assets under management. Ownership is a mix of a domestic legal entity and an individual owner. Truemark does not identify as an active ESG investor, and it is not described as a multi-state adviser or a capital allocator. Its reported industry affiliations include relationships with other investment advisers and activity connected to commodity pool operator/commodity trading advisor roles.