Truarc Partners, LP

RIASEC Registered
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$173M
Accounts
23
Employees
28
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
312288
Registered since
March 22, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truarc Partners, LP is structured as a limited partnership and operates as a manager of private equity pooled vehicles. The firm is SEC-registered (since 2021) and serves primarily institutional clients. Its compensation arrangements include management fees tied to assets under management plus performance-based fees and other fee arrangements common to private funds. On the operational side, Truarc functions as a sponsor/GP and provides portfolio management for pooled investment vehicles. It is also registered as, or performs activities consistent with, a commodity pool operator/commodity trading advisor (CPO/CTA). The firm identifies itself as an active ESG investor, though publicly available detail on how ESG factors are integrated is limited.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Ian Snow

    Ian Snow

    CEOCRD 5935955

  • Alisen Pappalardo

    Alisen Pappalardo

    Chief Compliance OfficerCRD 7450032

  • Jonathan Dworkin

    Jonathan Dworkin

    Chief Financial OfficerCRD 7701314

Contacts

3 of 4
  • Ogden Phipps

    Ogden Phipps

    Co-Managing PartnerCRD 4234460

  • John Pless

    John Pless

    Co-Managing PartnerCRD 4725244

  • Alan Mantel

    Alan Mantel

    Co-Managing PartnerCRD 2089162

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth