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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Truedge Asset Management LLC
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|---|---|
| CRD # | 323442 |
| SEC # | 801-127556 |
| CIK # | |
| AUM | $0.3 M (2025-05-30) |
| Employees | 5 (20% Investors, 60% Brokers) |
| Phone | 317-581-4010 |
| Address | 9000 Keystone Crossing Indianapolis, IN 46240 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Truedge Opportunity Fund I | 2025-03-28 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Discretionary | ||
| Discretionary | 1 | 0.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 1 | 0.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
UASNM Inc
✚
|
NM | 0.0 |
|
EII Realty Securities Inc
✚
|
NY | 0.0 |
|
Fairway Sports Management LLC
✚
|
OH | 0.0 |
|
Port One Investments LLC
✚
|
MA | 0.0 |
|
Bay Street Capital Holdings LLC
✚
|
CA | 0.0 |
|
CCV LLC
✚
|
NY | 0.0 |
|
Inland Institutional Capital LLC
✚
|
IL | 0.0 |
|
Envision Capital Management Ltd
✚
|
AZ | 0.0 |
|
Gainvest Legal Corporation
✚
|
PA | 0.0 |
|
Good Steward Capital Management Inc
✚
|
AZ | 0.0 |