{"url":"https://nivawealth.com/firms/truebridge-capital-partners-155425","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155425","regulatoryAum":11235243826,"crd":"155425","secFileNumber":"801-71946","legalName":"Truebridge Capital Partners LLC","displayName":"Truebridge Capital Partners","website":"http://www.truebridgecapital.com","linkedinUrl":"https://www.linkedin.com/company/truebridge-capital-partners/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1011 South Hamilton Road, Suite 400","city":"Chapel Hill","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27517"},"tradeNames":[],"registration":{"secApproved":"16 November 2010","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":43,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":10016783046,"discretionaryAccounts":237,"nonDiscretionary":1218460780,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":9,"nonAumClients":3},"clientTypes":[{"label":"Pooled investment vehicles","clients":250,"regulatoryAum":11235243826}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Truebridge Capital Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Dominic Hong","title":"Chief Operating Officer & Chief Compliance Officer","crd":"6866777"},{"name":"Mel Williams","title":"Co-Founder & Partner","crd":"1958144"}],"ownership":[{"label":"P10 Intermediate Holdings LLC","detail":"Managing member in the 75% or more ownership band and a control person, since October 2020."},{"label":"Truebridge Capital Partners","detail":"Indirect owner: a member of sozo ventures gp i, l.p. of Sozo Ventures GP I, L.P. in the 25% to 50% band and a control person, since April 2013. Also a member of sozo ventures gp ii, l.p. of Member of Sozo Ventures GP II, L.P. in the 25% to 50% band and a control person, since February 2016.","parent":"Sozo Ventures GP I, L.P."},{"label":"P10 Holdings, Inc.","detail":"Indirect owner: a managing member of P10 Intermediate Holdings LLC in the 75% or more band and a control person, since October 2019.","parent":"P10 Intermediate Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"1011 South Hamilton Road, Suite 400","city":"Chapel Hill","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"919-442-5201","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":102},"sources":{"adv1FilingDate":"29 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155425/PDF/155425.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Truebridge Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Truebridge Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Truebridge Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Truebridge Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Truebridge Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}