TRUEDGE ASSET MANAGEMENT LLC
Adviser information for TRUEDGE ASSET MANAGEMENT LLC last updated from Form ADV on March 25th, 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 | Indiana, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 4 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $280,798 |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $280,798 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $280,798 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsADVISORY OPERATIONS FOR OTHER RIA'S |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 280,798 |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| TRUEDGE ASSET MANAGEMENT | TRUEDGE ASSET MANAGEMENT, LLC |
Identifiers
| SEC RIA File Number | 801-127556 |
|---|---|
| SEC ERA File Number | 801-127556 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323442 |
| Legal Entity Identifier | None |
Principal Office
484 EAST CARMEL DRIVE#137
CARMEL
IN
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 317-581-4010, Fax: None
Chief Compliance Officer
JUSTINE KIDWELL
484 E CARMEL DR, #137
CARMEL
IN
United States
Tel:
317-975-3787
J*******@************M
(Full email address available in API data)
Regulatory Contact
STEPHANIE WEST
DIRECTOR OF OPERATIONS
484 E CARMEL DR, #137
CARMEL
IN
United States
Tel:
317-796-1079
S****@**************M
(Full email address available in API data)
Industry Affiliates
| BLACKRIDGE ASSET MANAGEMENT, LLC | Other investment adviser, including financial planners |
| GREAT POINT ADVISORS, LLC | Other investment adviser, including financial planners |
| GREAT POINT CAPITAL LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| I(X) SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| ORG PARTNERS | Other investment adviser, including financial planners |
| STRATEGIC WEALTH CAPITAL | Other investment adviser, including financial planners |
| THURSTON SPRINGER ADVISORS | Other investment adviser, including financial planners |
| THURSTON SPRINGER FINANCIAL | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| West, Stephanie, Lynn | Individual | – | DIRECTOR OF OPERATIONS | 07/2022 | < 5% |
| Reynolds, Matthew, Mark | Individual | – | PRESIDENT/MANAGING MEMBER | 07/2022 | 25-50% |
| T&O PEAKED HOLDINGS | Domestic Entity | – | OWNER | 12/2022 | 25-50% |
| PETRIE, CHARLES, EDWARD | Individual | T&O PEAKED HOLDINGS | OWNER | 12/2022 | > 75% |
| KIDWELL, JUSTINE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2024 | < 5% |