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| Truvestments Capital LLC
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| CRD # | 291297 |
| SEC # | 801-112243 |
| CIK # | 0001750405 |
| AUM | 660.8 M (2026-03-25) |
| Employees | 17 (88% Investors, 6% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-955-1982 |
| Address | 5391 Lakewood Ranch Blvd N Sarasota, FL 34240 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001750405 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 31.0 | ||
| Broadcom Inc | 16.5 | ||
| Apple Inc | 11.6 | ||
| Corning Inc /NY | 10.9 | ||
| Caterpillar Inc | 7.6 | ||
| Celestica Inc | 7.4 | ||
| FPL Group Inc | 6.8 | ||
| Microsoft Corp | 6.7 | ||
| Johnson & Johnson | 6.5 | ||
| Qualcomm Inc/DE | 5.7 | ||
| Kinder Morgan Inc | 5.5 | ||
| Ryder System Inc | 5.4 | ||
| iShares Bitcoin Trust | 5.3 | ||
| Simon Property Group Inc /DE/ | 5.1 | ||
| Lockheed Martin Corp | 5.0 | ||
| Verizon Communications Inc | 4.8 | ||
| Applied Materials Inc /DE | 4.8 | ||
| Alphabet Inc | 4.6 | ||
| Texas Instruments Inc | 4.2 | ||
| Morgan Stanley | 4.1 | ||
| Getty Realty Corp /MD/ | 4.1 | ||
| Dow Inc | 4.0 | ||
| Hannon Armstrong Sustainable Infrastructure Capital Inc | 3.9 | ||
| Alphabet Inc | 3.9 | ||
| Ares Capital Corp | 3.8 | ||
| VICI Properties Inc | 3.7 | ||
| Caretrust REIT Inc | 3.7 | ||
| Alpine Income Property Trust Inc | 3.7 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Truvestments Bitcoin Legacy Fund LP | [2025-09-05] | 6.5 M | |
| Filed 2025-08-28 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,199 | 374.3 |
| (b) Individuals (high net worth individuals) | 117 | 270.5 |
| (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 | 6.5 |
| (g) Pension and profit sharing plans | 0 | 9.4 |
| (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 | 2,541 | 660.8 |
| By Discretionary | ||
| Discretionary | 2,440 | 638.3 |
| Non-Discretionary | 101 | 22.5 |
| Total | 2,541 | 660.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.8 | |
| Total | 2,541 | 660.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Michael Williams | Executive Officer | 200 | 8 | |
| Truvestments Capital LLC | Executive Officer | 1 | 1 | |
| Truvestments Digital Assets Management GP LLC | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001750405] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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