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| Happy Holidays!! thanks for using AUM13F!! |
| Truman Capital Advisors LP
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| CRD # | 156659 |
| SEC # | 801-73957 |
| CIK # | |
| AUM | $531.8 M (2025-04-18) |
| Employees | 15 (100% Investors, 0% Brokers) |
| Phone | 914-730-7102 |
| Address | 200 Business Park Drive Armonk, NY 10504 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Truman 2024 Sc10-1 LLC | [2025-03-31] | 50.8 | 262.9 |
| RE | Truman 2021 Sc9-1 LLC | 2022-03-30 | 269.0 | |
| RE | Truman 2017 SC7-1 LLC | 2018-03-28 | 7.0 | |
| RE | Truman 2017 SC7-2 LLC | 2018-03-28 | 11.6 | |
| RE | Truman 2016 SC5 LLC | 2017-03-29 | 24.8 | |
| RE | Truman 2016 SC6-1 LLC | 2017-03-29 | 650.1 | |
| RE | Truman 2013 SC3-2 ML LLC | 2014-03-31 | 57.7 | |
| RE | Truman 2013 SC3-2 REO LLC | 2014-03-31 | 38.4 | |
| RE | Truman 2013 SC4-1 LLC | 2014-03-31 | 49.8 | |
| RE | Truman 2013 SC4-2 ML LLC | 2014-03-31 | 25.2 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 269.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 262.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 531.8 |
| By Discretionary | ||
| Discretionary | 3 | 531.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 531.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 269.0 | |
| United States Persons | 262.9 | |
| Total | 3 | 531.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Truman Capital Holdings 2012 SC2 Manager LLC | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1 Seed Partners LLC
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IL | 0.6 |
|
Citymark Capital Management Company LLC
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|
OH | 0.6 |
|
Turnbridge RE Fund Management Company I LLC
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NY | 0.6 |
|
Alidade Capital LLC
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|
MI | 0.6 |
|
True North Management Group LLC
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|
CT | 0.5 |
|
Paramount Group Real Estate Advisor LLC
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|
NY | 0.5 |
|
Linchris Capital Management LLC
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MA | 0.5 |
|
FALL Line Capital LLC
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CA | 0.5 |
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Pender Capital Management LLC
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TX | 0.5 |
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Carlisle Tax Credits LLC
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0.5 |