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| Keyboard |
| Truarc Partners LP
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|---|---|
| CRD # | 312288 |
| SEC # | 801-120577 |
| CIK # | |
| AUM | 3,977.8 M (2026-06-16) |
| Employees | 28 (86% Investors, 0% Brokers) |
| Phone | 212-508-3300 |
| Address | 545 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Schill Aggregator LP | 2026-03-31 | 95.0 M | |
| PE | Truarc Fund V AIV II LP | 2026-03-31 | 14.2 M | |
| PE | Truarc Fund V AIV LP | 2026-03-31 | 120.0 M | |
| PE | Truarc Fund V LP | [2026-03-31] | 1,015.5 M | 1,138.3 M |
| Filed 2025-05-09 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Commission $11,000,000 · Revenue Decline to Disclose | ||||
| Other | Meyer Lab Aggregator LP | 2024-03-29 | 173.5 M | |
| Other | TCI Aggregator LP | 2024-03-29 | 235.8 M | |
| PE | Truarc Structured Opportunities Fund LP | [2024-03-29] | 246.1 M | 263.1 M |
| Filed 2025-02-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Watchtower Aggregator LP | 2024-03-29 | 60.6 M | |
| Other | MDI Aggregator LP | 2023-03-31 | 326.8 M | |
| Other | AI Fire Aggregator LLC | 2022-03-31 | 0.1 M | |
| Other | Lamark Aggregator LP | 2022-03-31 | 183.1 M | |
| PE | Truarc Fund IV Co-Invest LP | 2021-07-19 | 65.0 M | |
| PE | Truarc Fund IV LP | [2021-07-19] | 499.3 M | 672.0 M |
| Offered $1,000,000,000 · Filed 2023-04-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $500,700,000 · Duration More than one year · Commission $5,000,000 · Revenue Decline to Disclose | ||||
| PE | Truarc Fund IV Parallel LP | [2021-07-19] | 258.0 M | 343.4 M |
| Offered $1,000,000,000 · Filed 2023-04-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $742,000,000 · Duration More than one year · Commission $5,000,000 · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 23 | 4.0 |
| (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 | 23 | 4.0 |
| By Discretionary | ||
| Discretionary | 23 | 4.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 23 | 4.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.0 | |
| Total | 23 | 4.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Pless | Executive Officer | 10 | 2 | |
| Alan Mantel | Executive Officer | 6 | 2 | |
| Jonathan Dworkin | Executive Officer | 5 | 2 | |
| Ogden Phipps II | Executive Officer | 5 | 2 | |
| Steven Schwinger | Executive Officer | 3 | 2 | |
| Truarc Sof GP LLC | Promoter | 2 | 2 | |
| Mantel Alan | Executive Officer | 2 | 1 | |
| Truarc Fund IV GP LLC | Promoter | 2 | 1 | |
| Truarc Fund V GP LLC | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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