TRUEBRIDGE CAPITAL PARTNERS

RIASEC RegisteredEst. 2010
Total AUM
$11.2B
Discretionary
$10B
89% of AUM
Avg account
$44.9M
Accounts
250
Employees
43
Advisory reps
2

Firm details

Headquarters
CHAPEL HILL, North Carolina
CRD number
155425
Registered since
November 16, 2010
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truebridge Capital Partners is a fund manager that focuses on private equity and venture capital strategies for institutional clients. Organized as an LLC and registered with the SEC since 2010, the firm primarily runs pooled investment vehicles and serves as sponsor, general partner, and managing member on those structures. Its business model is fee-based (management fees tied to assets under management) with performance-based compensation components. Truebridge is not positioned as a capital allocator to outside managers; rather, it manages proprietary private funds and offers private-placement activity. The firm does not identify as an active ESG investor and is structured to serve a narrower regulatory footprint rather than operating as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • DOMINIC HONG

    Chief Operating OfficerCRD 6866777

Contacts

1 of 1
  • MEL WILLIAMS

    GENERAL PARTNER & CO-FOUNDERCRD 1958144

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

CHAPEL HILL, NC

ORANGE

Location

CHAPEL HILL, NC

Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
ORANGE
Address
1011 S Hamilton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth