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TRUEBRIDGE CAPITAL PARTNERS
Legal name: TRUEBRIDGE CAPITAL PARTNERS LLC
CRD 155425File 801-71946
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$11.24B
Top 10% of cohort (national)
Discretionary AUM
$10.02B
Non-discretionary $1.22B
Clients
250
250 accounts
Employees
43
Top 10% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 16, 2010
- Principal office
- 1011 SOUTH HAMILTON ROAD, SUITE 400, CHAPEL HILL, NC, 27517
- Phone
- 919-442-5201
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $11.24B
- Discretionary AUM
- $10.02B
- Non-discretionary AUM
- $1.22B
- Discretionary accounts
- 237
- Non-discretionary accounts
- 13
- Total accounts
- 250
- AUM per client
- $44.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 250 | $11.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.