TRUELINK CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$4.2B
Discretionary
$4.2B
100% of AUM
Avg account
$323M
Accounts
13
Employees
24
Advisory reps
4

Firm details

Headquarters
Los Angeles, California
CRD number
323910
Registered since
November 18, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truelink Capital Management, LLC is a private equity-focused adviser that manages pooled investment vehicles on behalf of institutional clients. The firm acts as sponsor, general partner and managing member for the funds it runs, which points to an active role in sourcing deals, structuring vehicles and overseeing portfolio company value creation. Truelink combines a traditional private equity fund manager profile with an appetite for allocating to adjacent alternative strategies such as venture capital and hedge funds. The adviser operates with a fee model that mixes a percentage-of-AUM charge and performance-based fees, aligning compensation with realized results. Truelink also identifies itself as an active ESG investor, incorporating environmental, social and governance considerations into manager selection, deal diligence and ongoing monitoring for its pooled vehicles. Its stated advisory activity is concentrated on portfolio management for pooled investment vehicles rather than individual retail accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kendra Sluty

    CFO and CCOCRD 7650529

Contacts

3 of 3
  • Peter Schultz

    Partner, Head of OperationsCRD 7944360

  • LUKE MYERS

    Co-Founder & Managing PartnerCRD 5006329

  • Todd Golditch

    Co-Founder & Managing PartnerCRD 7649357

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11111 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth