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| Truarc Partners LP
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|---|---|
| CRD # | 312288 |
| SEC # | 801-120577 |
| CIK # | |
| AUM | $3.1 BB (2024-03-29) |
| Employees | 23 (83% Investors, 0% Brokers) |
| Phone | 212-508-3300 |
| Address | 545 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Meyer Lab Aggregator LP | 2024-03-29 | 146.8 | |
| Other | TCI Aggregator LP | 2024-03-29 | 38.8 | |
| PE | Truarc Structured Opportunities Fund LP | [2024-03-29] | 0.0 | 55.9 |
| Other | Watchtower Aggregator LP | 2024-03-29 | 60.6 | |
| Other | MDI Aggregator LP | 2023-03-31 | 230.9 | |
| Other | Ai FIRE Aggregator LLC | 2022-03-31 | 384.7 | |
| Other | Lamark Aggregator LP | 2022-03-31 | 229.2 | |
| PE | Truarc Fund IV Co-Invest LP | 2021-07-19 | 61.8 | |
| PE | Truarc Fund IV LP | [2021-07-19] | 499.3 | 650.5 |
| PE | Truarc Fund IV Parallel LP | [2021-07-19] | 258.0 | 332.6 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 21 | 3.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 21 | 3.1 |
| By Discretionary | ||
| Discretionary | 21 | 3.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 21 | 3.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.1 | |
| Total | 21 | 3.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| John Pless | 8 | ||
| Alan Mantel | 5 | ||
| Jonathan Dworkin | 4 | ||
| Ogden Phipps II | 4 | ||
| Steven Schwinger | 3 | ||
| Truarc SOF GP LLC | 2 | ||
| Truarc Fund IV GP LLC | 2 | ||
| Mantel Alan | 2 |
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|---|---|---|
|
ZMC Advisors LP
✚
|
NY | 3.2 |
|
Steele Creek Investment Management LLC
✚
|
NC | 3.2 |
|
Vestar Capital Partners LLC
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NY | 3.2 |
|
Madison Capital Partners Corporation
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IL | 3.1 |
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Pharmakon Advisors LP
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NY | 3.1 |
|
Cove Hill Partners LP
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MA | 3.1 |
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TW-IM LLC
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TX | 3.1 |
|
Baypine Holdings LP
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MA | 3.1 |
|
Arbor Investments Management LLC
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|
FL | 3.1 |
|
Tiger Infrastructure Partners LP
✚
|
NY | 3.1 |