Truebridge Capital Partners LLC (Chapel Hill)
Truebridge Capital Partners LLC is a large advisory firm based in Chapel Hill. It manages $3.26 billion of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of North Carolina.
Truebridge Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as consulting services.
Truebridge Capital Partners: assets under management
The assets under management (AUM) of Truebridge Capital Partners LLC is $3.26 billion. The firm's AUM has grown by 1790% since the beginning of its operation, and $128.58 million of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Truebridge Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Truebridge Capital Partners serves?
The only and largest group of clients of Truebridge Capital Partners is pooled investment vehicles with 40 clients and $3.26 billion of assets under management. Among the 10 most similar advisory firms, Truebridge Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.26 billion for 40 clients. 7% of the firm’s clients are foreign persons or businesses.
Truebridge Capital Partners also advises several private funds. Namely, thirty two other private funds and one venture capital fund. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
Careers at Truebridge Capital Partners LLC
The company employs 19 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Chapel Hill
The principal office where Truebridge Capital Partners LLC performs its advisory services is located at 1011 South Hamilton Road, Chapel Hill, NC 27517, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 919-442-5201 or by fax 919-869-1444. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at truebridgecapital.com and its LinkedIn profile.
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