Clients
Truebridge Capital Partners serves 250 clients. The average client has about $45 million with the firm.
- Pooled investment vehicles250 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 250 | $11,235,243,826 | 100.0% | $44.9M |
| Total | 250 | $11,235,243,826 | 100% | $44.9M |
- Clients
- 250
- Regulatory AUM
- $11,235,243,826
- Share
- 100.0%
- Avg. per client
- $44.9M
Total
- Clients
- 250
- Regulatory AUM
- $11,235,243,826
- Share
- 100%
- Avg. per client
- $44.9M
What it does
Truebridge Capital Partners provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Truebridge Capital Partners advises 102 private funds.
89.2% of assets ($10.02B across 237 accounts) are managed with discretion; $1.22B across 13 accounts are not. 9% of clients are outside the U.S., and 3 clients received advice without assets under management last fiscal year.
Custodians
Truebridge Capital Partners has custody of client assets.
- All other custodians$11.24B100%
Ownership and leadership
P10 Intermediate Holdings LLC owns 75% or more of Truebridge Capital Partners.
- Owns 75% or more of Truebridge Capital Partners LLC
P10 Intermediate Holdings LLC
Control person · since October 2020
- Owns 75% or more of P10 Intermediate Holdings LLC
P10 Holdings, Inc.
Control person · since October 2019
- Owns 25% to 50% of Truebridge Capital Partners LLC
Truebridge Capital Partners
Control person · since April 2013
Leadership
- Dominic HongChief Operating Officer & Chief Compliance Officer
- Mel WilliamsCo-Founder & Partner
Staff
- 43 employees
- 15 in advisory functions
Fees
Truebridge Capital Partners is paid through a percentage of assets under management and performance-based fees.
Truebridge Capital Partners’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Truebridge Capital Partners has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 1011 South Hamilton Road, Suite 400, Chapel HillHQ
Registration details
- Legal name
- Truebridge Capital Partners LLC
- Headquarters
- 1011 South Hamilton Road, Suite 400, Chapel Hill, NC 27517
- Phone
- 919-442-5201
- Website
- www.truebridgecapital.com
- SEC file
- 801-71946
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Truebridge Capital Partners have?
Truebridge Capital Partners has 250 clients and manages $11.2 billion for them, as of April 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 April 2026
What services does Truebridge Capital Partners offer?
Truebridge Capital Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Truebridge Capital Partners have?
Truebridge Capital Partners has 0 investment adviser representatives registered with state securities authorities, out of 43 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Truebridge Capital Partners?
Truebridge Capital Partners is owned through a holding company by P10 Holdings, Inc. Its direct owners are P10 Intermediate Holdings LLC (75% or more) and Truebridge Capital Partners (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 April 2026
How does Truebridge Capital Partners get paid?
Truebridge Capital Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file