TRUARC PARTNERS, LP
Latest filing: Mar 31, 2025 (78 days ago)
AUM
$3,536,122,761
13% change vs. 1 year ago
29% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
24
4% change vs. 1 year ago
20% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEW YORK, NY
545 MADISON AVENUE, NEW YORK, NY, UNITED STATES, 10022
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.5 |
| Non-Discretionary | $0.0 |
| Total | $3.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.5 |
| Institutional | $0.0 |
| Total | $3.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SNOW PHIPPS GROUP, LLC | $1.5 | 158024 | |
| TRUARC SOF GP, LLC | $0.0 | - | |
| TRUARC FUND IV GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| PLESS, JOHN, ANTHONY | MANAGING MEMBER AND PARTNER |
| MANTEL, ALAN, HARRIS | MANAGING MEMBER AND PARTNER |
| SNOW, IAN, KENDALL | SENIOR ADVISOR |
| PAPPALARDO, ALISEN | CHIEF COMPLIANCE OFFICER |
| DWORKIN, JONATHAN, SCOTT | CHIEF FINANCIAL OFFICER |
| PHIPPS, OGDEN | PARTNER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $3.5 | $0.0 | 0% | 24 | 0 | 0% |
| 2025-04-21 | $3.5 | $0.0 | 0% | 24 | 0 | 0% |
| 2024-04-02 | $3.1 | $0.4 | 13% | 23 | 1 | 4% |
| 2023-04-04 | $2.9 | $0.6 | 21% | 21 | 3 | 14% |
| 2022-04-01 | $2.7 | $0.8 | 29% | 20 | 4 | 20% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 16 | 8 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, NY-03/29/2024 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV