True Capital Management LLC
- Assets, Funds, Holdings
| True Capital Management LLC
|
|---|
| CRD # | 142962 |
| SEC # | 801-67503 |
| CIK # | 0001697333 |
| AUM |
|
| Employees |
37 (38% Investors, 5% Brokers)
|
| Phone | 415-538-3600 |
| Address | 101 Montgomery Street
San Francisco, CA 94104 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Instagram]
|
|
Total AUM ($MM)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
194
|
184.4 |
| (b) Individuals (high net worth individuals) |
180
|
1,043.7 |
| (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 |
54 |
363.7 |
| (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 |
3 |
1.9 |
| (n) Other |
0 |
0.0 |
| Total |
431 |
1,593.8 |
| By Discretionary |
| Discretionary |
413 |
1,258.2 |
| Non-Discretionary |
18 |
335.6 |
| Total |
431 |
1,593.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
24.9 |
| United States Persons |
|
1,568.8 |
| Total |
431 |
1,593.8 |
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