TRUMAN CAPITAL ADVISORS, LP
Firm details
- Headquarters
- ARMONK, New York
- CRD number
- 156659
- Registered since
- March 30, 2012
- Website
- www.trumancapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
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 2WILLIAM MEEKS
CFOCRD 6026749
MITCHELL SAMBERG
CEOCRD 2013169
Contacts
2 of 2DOOJIN CHUNG
Portfolio ManagerCRD 2792165
CAREN JELLESED
Senior Vice PresidentCRD 6026849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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