TRUE WIND CAPITAL MANAGEMENT, L.P.
Latest filing: Mar 27, 2025 (78 days ago)
AUM
$2,212,332,541
20% change vs. 1 year ago
20% change vs. 3 years ago
164% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
26
13% change vs. 1 year ago
30% change vs. 3 years ago
30% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.2 |
| Non-Discretionary | $0.0 |
| Total | $2.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.2 |
| Institutional | $0.0 |
| Total | $2.2 |
| 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 |
|---|---|---|---|
| TRUE WIND CAPITAL GP, LLC | $0.0 | - | |
| TRUE WIND CAPITAL CONTINUATION GP, LLC | $0.0 | - | |
| TRUE WIND CAPITAL GP II, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
20 active
| Name | Title |
|---|---|
| CLAMMER, ADAM, HERBERT | LIMITED PARTNER & CO-CHIEF EXECUTIVE OFFICER, TRUSTEE, TRUSTEE |
| GREENE, JAMES, HARRISON | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER, TRUSTEE |
| SCHUTT, CHARLES, PORTER | TRUSTEE |
| HARBIN, THOMAS, SHELOR | TRUSTEE |
| HARBIN, KATHERINE, GREGSON | TRUSTEE |
| ADAMS, RUFINA | CHIEF FINANCIAL OFFICER |
| JANETSCHEK, WILLIAM, JOSEPH | TRUSTEE |
| KELLY, NIMA, JACOBS | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER |
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 | $2.2 | $0.0 | 0% | 26 | 0 | 0% |
| 2025-04-21 | $2.2 | $0.0 | 0% | 26 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.4 | 20% | 23 | 3 | 13% |
| 2023-04-04 | $1.9 | $0.3 | 15% | 23 | 3 | 13% |
| 2022-04-01 | $1.8 | $0.4 | 20% | 20 | 6 | 30% |
| 2021-04-05 | $1.6 | $0.6 | 34% | 21 | 5 | 24% |
| 2020-04-01 | $0.8 | $1.4 | 164% | 20 | 6 | 30% |
| 2019-04-01 | $0.8 | $1.5 | 190% | 15 | 11 | 73% |
| 2018-04-02 | $0.7 | $1.6 | 238% | 15 | 11 | 73% |
| 2017-04-01 | $0.6 | $1.7 | 296% | 10 | 16 | 160% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-04/04/2016 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV