True Wind Capital Management, L.P.

RIASEC RegisteredEst. 2016
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$173M
Accounts
12
Employees
28
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
281109
Registered since
April 4, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

True Wind Capital Management, L.P. is a limited partnership organized as a private equity fund manager and registered with the SEC since 2016. The firm focuses on pooled investment vehicles, acting as adviser and often as sponsor/GP or managing member of those vehicles. Its client base is institutional, and its fee model combines a percentage-of-assets charge with performance-based fees. True Wind identifies as an active ESG investor and is structured as a domestic entity with individual ownership elements. It is not positioned primarily as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Rufina Adams

    Rufina Adams

    Chief Financial OfficerCRD 6906349

  • Nima Kelly

    Nima Kelly

    Chief Operating OfficerCRD 7445855

Contacts

2 of 2
  • James Greene

    James Greene

    Founding PartnerCRD 6555436

  • Adam Clammer

    Adam Clammer

    Managing PartnerCRD 2265171

Wealth teams

FINTRX

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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
4 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth