TRUE EQUITY MANAGEMENT LLC

Adviser information for TRUE EQUITY 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 Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
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 No

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 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
Compensation

Identifiers

SEC RIA File Number 802-121054
SEC ERA File Number 802-121054
SEC CIK Numbers None
SEC CRD Numbers 313330
Legal Entity Identifier None

Principal Office

314 LITTLEJOHN ROAD
YARMOUTH
ME
United States
Monday - Friday, 9AM-5PM
Tel: 207-847-3733, Fax: None

Chief Compliance Officer

None

Industry Affiliates

TRUE EQUITY I GP LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
TRUE EQUITY I L.P. Venture Capital Fund $47.5M $0.1M 94
TRUE EQUITY I-B L.P. Venture Capital Fund $3.8M $0.1M 40

Control Persons

Name Type Entity Title Since Ownership
STADLER, BRAD Individual MEMBER 09/2020 25-50%
O'DONNELL, HUGH Individual MANAGER 09/2020 25-50%
RIGGIONE, JOSEPH Individual MEMBER 09/2020 25-50%
WOLOSON, BRADFORD Individual MEMBER 09/2020 25-50%

No. Employees, Historic

000202120222023202420250 on 3/31/20210 on 4/1/20220 on 3/30/20230 on 3/25/2024