TRUARC PARTNERS, LP
Firm details
- Headquarters
- New York, New York
- CRD number
- 312288
- Registered since
- March 22, 2021
- Website
- truarcpartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Truarc Partners, LP is a limited partnership that operates as a private equity fund manager and registered investment adviser focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (initial registration in 2021) and combines roles typical of fund sponsors: portfolio management for pooled vehicles, commodity pool operator/commodity trading adviser activity, and acting as sponsor, general partner or managing member of its funds. Truarc charges both asset-based fees and performance-linked fees and identifies itself as an active ESG investor, indicating some level of environmental, social or governance considerations integrated into its processes.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3IAN SNOW
CEOCRD 5935955
JONATHAN DWORKIN
Chief Financial OfficerCRD 7701314
Alisen Pappalardo
Chief Compliance OfficerCRD 7450032
Contacts
3 of 3JOHN PLESS
Co-Managing PartnerCRD 4725244
ALAN MANTEL
Co-Managing PartnerCRD 2089162
OGDEN PHIPPS
Co-Managing PartnerCRD 4234460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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