TRUE GREEN CAPITAL MANAGEMENT LLC
Adviser information for TRUE GREEN CAPITAL MANAGEMENT LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 28 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $611.5M |
| Non-Discretionary | 1 | $19.8M |
| Total | 4 | $631.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $631.3M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-123099 |
|---|---|
| SEC ERA File Number | 801-123099 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 277052 |
| Legal Entity Identifier | None |
Principal Office
315 POST ROAD WESTWESTPORT
CT
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 855-335-5900, Fax: 203-621-3049
Chief Compliance Officer
KATHRYN S. VENGEROVSKIY
VICE PRESIDENT OF LEGAL
315 POST ROAD WEST
WESTPORT
CT
United States
Tel:
617-429-8923
Fax:
203-621-3049
K************@*******************M
(Full email address available in API data)
Regulatory Contact
A. DONALD LEPORE
MEMBER, CHIEF OPERATING OFFICER AND GENERAL COUNSEL
315 POST ROAD WEST
WESTPORT
CT
United States
Tel:
203-557-6228
Fax:
203-621-3049
A*******@*******************M
(Full email address available in API data)
Industry Affiliates
| TGC ASSET MANAGEMENT III LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| TGC ASSET MANAGEMENT IV LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TRUE GREEN CAPITAL FUND IV, L.P. | RENEWABLE ENERGY GENERATION INFRASTRUCTURE AND RELATED INVESTMENTS | $611.5M | $10.0M | 195 |
| TRUE GREEN CAPITAL PARALLEL FUND IV, L.P. | RENEWABLE ENERGY GENERATION INFRASTRUCTURE AND RELATED INVESTMENTS | $19.8M | $10.0M | 1 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NINIOS, PANAGIOTIS, NMN | Individual | – | MEMBER AND CHIEF EXECUTIVE OFFICER | 07/2011 | 50-75% |
| WIEGAND, BRUCE, PHILLIPS | Individual | – | MEMBER AND OFFICER | 07/2011 | 25-50% |
| LEPORE, ANTHONY, DONALD | Individual | – | MEMBER, CHIEF OPERATING OFFICER AND GENERAL COUNSEL | 08/2015 | 5-10% |
| VENGEROVSKIY, KATHRYN, SWEET | Individual | – | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF LEGAL | 11/2022 | < 5% |
| KIRKMAN, CHRISTOPHER, ROBIN | Individual | – | MEMBER AND CHIEF FINANCIAL OFFICER | 11/2022 | < 5% |