TRUFFLE HOUND CAPITAL, LLC

RIASEC RegisteredEst. 2012

Total AUM

$680M

Discretionary

$680M

100% of AUM

Avg account

$680M

Accounts

1

Employees

7

Advisory reps

3

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 137616
Registered since: March 23, 2012
Website: www.trufflehound.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truffle Hound Capital, LLC is a privately owned hedge fund adviser organized as an LLC and registered with the SEC in 2012. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation appears to follow a traditional hedge fund model, combining a percentage-of-assets fee with performance-based fees. Truffle Hound does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 3

STEPHEN BAUER
Founder and Chief Executive OfficerCRD 5062139
TIMOTHY STEWART
Chief Financial OfficerCRD 2830785
PAUL FROEHLICH
Chief Compliance OfficerCRD 2512735

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$12.6M in ETFs

Passive

100%

$12.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ALERIAN MLP ETF (AMLP)		Passive	Energy Limited Partnership	$12.6M	240,000	100.00%

Primary office

BETHESDA, MD

MONTGOMERY

Location

BETHESDA, MD

Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: MONTGOMERY
Address: 4905 Del Ray Ave
Time zone: ET (UTC-5)
Office locations

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