Truehelm, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$67.6M
Accounts
19
Employees
18
Advisory reps
3

Firm details

Headquarters
Bloomington, Minnesota
CRD number
165448
Registered since
August 12, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truehelm, LLC is an SEC-registered limited liability company formed in 2014 that operates as a private equity fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and frequently acts in sponsor/GP or managing-member roles for those vehicles. Its compensation model combines a percentage-of-assets-under-management fee with performance-based fees typical of private equity structures. Truehelm is not positioned as a capital allocator and does not identify as an active ESG investor.

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
  • Dawn Owens

    Dawn Owens

    CEO and PartnerCRD 7088121

Contacts

2 of 2
  • Kevin Green

    Kevin Green

    Executive ChairmanCRD 3244171

  • David Hill

    David Hill

    Director of Legal & ComplianceCRD 5977167

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

Bloomington, MN

Hennepin

Location

Bloomington, MN

Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
3600 American Blvd W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth