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| Truemark Investments LLC
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| |
|---|---|
| CRD # | 306600 |
| SEC # | 801-117961 |
| CIK # | 0001974457 |
| AUM | $242.8 MM (2024-07-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 877-774-8783 |
| Address | 433 W van Buren Street Chicago, IL 60607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 7.5 | |
| BTI | 99,730.8 | 5.9 | |
| NEE | 150,166.4 | 5.8 | |
| AVGO | 201,282.9 | 5.1 | |
| C | 91,678.1 | 5.0 | |
| VZ | 211,914.0 | 4.9 | |
| AEP | 48,827.8 | 4.8 | |
| CLM | 1,020.9 | 4.5 | |
| GOF | 1,597.5 | 4.5 | |
| TSLX | 1,417.1 | 4.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| 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 | 17 | 242.8 |
| (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 | 17 | 242.8 |
| By Discretionary | ||
| Discretionary | 17 | 242.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 17 | 242.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 242.8 | |
| Total | 17 | 242.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001974457] |
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