← Directory
TRUEBRIDGE CAPITAL PARTNERS
Legal name: TRUEBRIDGE CAPITAL PARTNERS LLC
CRD 155425File 801-71946
APPROVED
Custody
Filing as of Apr 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 43 | increased by2 |
| Apr 1, 2026 | Clients | 206 | 250 | increased by44 |
| Apr 1, 2026 | AUM | $9,572,442,890 | $11,235,243,826 | increased by$1,662,800,936 |
| Apr 1, 2026 | Accounts | 206 | 250 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 41 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 105 | 206 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $8,428,592,984 | $9,572,442,890 | increased by$1,143,849,906 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 105 | 206 | increased by101 |
| Sep 1, 2022 | Clients | 83 | 105 | increased by22 |
| Sep 1, 2022 | AUM | $4,994,763,294 | $8,428,592,984 | increased by$3,433,829,690 |
| Sep 1, 2022 | Accounts | 83 | 105 | increased by22 |
| Apr 1, 2022 | Employees | 23 | 27 | increased by4 |
| Apr 1, 2022 | Clients | 63 | 83 | increased by20 |
| Apr 1, 2022 | AUM | $3,560,544,325 | $4,994,763,294 | increased by$1,434,218,969 |
| Apr 1, 2022 | Accounts | 63 | 83 | increased by20 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUEBRIDGE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUEBRIDGE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.