TRUELINK CAPITAL MANAGEMENT, LLC
Adviser information for TRUELINK CAPITAL MANAGEMENT, LLC last updated from Form ADV on February 22nd, 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 | 11 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 6 | $528.3M |
| Non-Discretionary | 0 | $0 |
| Total | 6 | $528.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 6 | $528.3M |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126925 |
|---|---|
| SEC ERA File Number | 801-126925 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323910 |
| Legal Entity Identifier | None |
Principal Office
10877 WILSHIRE BLVD.SUITE 660
LOS ANGELES
CA
United States
Monday - Friday, 9-5
Tel: 310-736-5853, Fax: None
Chief Compliance Officer
KENDRA SLUTY
10877 WILSHIRE BLVD.
SUITE 660
LOS ANGELES
CA
United States
Tel:
805-404-7799
K*****@**************M
(Full email address available in API data)
Regulatory Contact
LUKE MYERS
PARTNER
10877 WILSHIRE BLVD.
SUITE 660
LOS ANGELES
CA
United States
Tel:
310-736-5853
L*****@**************M
(Full email address available in API data)
Industry Affiliates
| TRUELINK CAPITAL GP I, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| TRUELINK CAPITAL I AIV-A GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| TRUELINK-VISTA GP, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
| TRUELINK-WAYFINDER GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TRUELINK CAPITAL I-A, LP | Private Equity Fund | $118.8M | $10.0M | 3 |
| TRUELINK CAPITAL I, LP | Private Equity Fund | $144.0M | $10.0M | 4 |
| TRUELINK VISTA A, LP | Private Equity Fund | $73.1M | $0.0M | 8 |
| TRUELINK-FORTIFY, LP | Private Equity Fund | $17.3M | $0.0M | 2 |
| TRUELINK-VISTA, LP | Private Equity Fund | $152.5M | $0.0M | 3 |
| TRUELINK-WAYFINDER, LP | Private Equity Fund | $14.9M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MYERS, LUKE, MARTIN | Individual | – | MANAGING PARTNER | 10/2022 | < 5% |
| Golditch, Todd, David | Individual | – | MANAGING PARTNER | 10/2022 | < 5% |
| TRUELINK CAPITAL, LLC | Domestic Entity | – | OWNER | 10/2022 | < 5% |
| TRUELINK PRINCIPAL HOLDINGS, L.P. | Domestic Entity | TRUELINK MANAGEMENT HOLDINGS, L.P. | OWNER | 10/2022 | > 75% |
| MYERS, LUKE, MARTIN | Individual | TRUELINK PRINCIPAL HOLDINGS, L.P. | OWNER | 10/2022 | 50-75% |
| Golditch, Todd, David | Individual | TRUELINK PRINCIPAL HOLDINGS, L.P. | OWNER | 10/2022 | 50-75% |
| Rimmer, Adam, Jeffrey | Individual | – | PARTNER | 10/2022 | < 5% |
| TRUELINK MANAGEMENT HOLDINGS, L.P. | Domestic Entity | – | OWNER | 10/2022 | > 75% |
| Sluty, Kendra, Lynn | Individual | – | CCO & CFO | 10/2022 | < 5% |
| TRUELINK CAPITAL, LLC | Domestic Entity | TRUELINK MANAGEMENT HOLDINGS, L.P. | GENERAL PARTNER | 10/2022 | |
| MYERS, LUKE, MARTIN | Individual | TRUELINK CAPITAL, LLC | OWNER | 10/2022 | 50-75% |
| Golditch, Todd, David | Individual | TRUELINK CAPITAL, LLC | OWNER | 10/2022 | 50-75% |