Truffle Hound Capital, LLC

RIASEC RegisteredEst. 2012
Total AUM
$680M
Discretionary
$680M
100% of AUM
Avg account
$680M
Accounts
1
Employees
7
Advisory reps
3

Firm details

Headquarters
Bethesda, Maryland
CRD number
137616
Registered since
March 23, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Truffle Hound Capital, LLC is structured as an individual‑owned limited liability company that operates as a hedge fund manager. The firm is SEC‑registered since 2012 and serves institutional clients. Its advisory activity focuses on portfolio management for pooled investment vehicles, and its fee model combines a percentage of assets under management with performance‑based fees. The firm does not market itself as an ESG investor and is not registered as a multi‑state adviser or pension consultant. The business does not appear to act as a separate capital allocator to other managers; instead it runs its own private fund activity and also allocates to third‑party alternatives and mutual funds as part of its strategy.

Assets & Accounts

Public Holdings

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

3 of 3
  • Stephen Bauer

    Stephen Bauer

    Founder and Chief Executive OfficerCRD 5062139

  • Timothy Stewart

    Timothy Stewart

    Chief Financial OfficerCRD 2830785

  • Paul Froehlich

    Paul Froehlich

    Chief Compliance OfficerCRD 2512735

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

FINTRX

ETF holdings

1 of 1

Active vs passive

$12.4M in ETFs

Passive

100%

$12.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ALERIAN MLP ETF (AMLP)PassiveEnergy Limited Partnership$12.4M240,000100.00%

Location

Primary office

Bethesda, MD

Montgomery

Location

Bethesda, MD

Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Montgomery
Address
4905 Del Ray Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth