TRUMAN CAPITAL ADVISORS, LP

RIASEC RegisteredEst. 2012
Total AUM
$462M
Discretionary
$462M
100% of AUM
Avg account
$92.4M
Accounts
5
Employees
15
Advisory reps
4

Firm details

Headquarters
ARMONK, New York
CRD number
156659
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truman Capital Advisors, LP is a limited partnership that operates as a manager of pooled real estate investment vehicles. The firm has been SEC-registered since 2012 and identifies its primary activity as portfolio management for pooled investment vehicles while also acting as sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its business activities include other financial product sales. Truman Capital is not positioned as a third-party capital allocator; instead it manages and sponsors its own funds. It is not an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM MEEKS

    CFOCRD 6026749

  • MITCHELL SAMBERG

    CEOCRD 2013169

Contacts

2 of 2
  • DOOJIN CHUNG

    Portfolio ManagerCRD 2792165

  • CAREN JELLESED

    Senior Vice PresidentCRD 6026849

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ARMONK, NY

WESTCHESTER

Location

ARMONK, NY

Headquartered in ARMONK, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
200 Business Park Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth