Truman Capital Advisors provides portfolio management for pooled vehicles. The firm advises 3 private funds.
Truman Capital Advisors reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($462M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $462M | 100.0% | $92.4M |
| Total | 5 | $462M | 100% | $92.4M |
- Clients
- 5
- Regulatory AUM
- $462M
- AUM share
- 100.0%
- Avg. per client
- $92.4M
Total
- Clients
- 5
- Regulatory AUM
- $462M
- AUM share
- 100%
- Avg. per client
- $92.4M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 3
Truman Capital Advisors is paid through a percentage of assets under management, performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
Trucap Advisors, LLC owns 75% or more of Truman Capital Advisors and is in turn owned by Mitchell Samberg (75% or more). The leadership team of Truman Capital Advisors includes Chief Compliance Officer William Meeks. It has 15 employees.
Staff
- 15 employees
- 15 in advisory functions
- Owns 75% or more of Truman Capital Advisors, LP
Trucap Advisors, LLC
since June 2008
- Owns 75% or more of Trucap Advisors, LLC
Mitchell Samberg
Control person · since September 2003
Truman Capital Advisors’ regulatory assets fell from $693M (April 2021) to $462M (April 2026); clients rose from 4 to 5 and employees fell from 19 to 15.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $462M | 5 | 15 | 4 |
| Apr 2025April 2025 | $532M | 3 | 15 | 4 |
| Apr 2024April 2024 | $319M | 1 | 17 | 4 |
| Apr 2023April 2023 | $413M | 1 | 17 | 4 |
| Apr 2022April 2022 | $490M | 1 | 18 | 4 |
| Apr 2021April 2021 | $693M | 4 | 19 | 4 |
Besides its headquarters, Truman Capital Advisors has 3 offices (1 private residence, listed without an address), with 3 listed addresses across 3 states.
Florida · 1 listed address
- 1672 Cherry Lane, Sarasota
New York · 1 listed address
- 200 Business Park Drive, Suite 103, ArmonkHQ
Washington · 1 listed address
- 5204 Ne 102 Street, Vancouver
Contact and registration details
- Legal name
- Truman Capital Advisors, LP
- Headquarters
- 200 Business Park Drive, Suite 103, Armonk, NY 10504
- Website
- Not reported
- Phone
- 914-730-7102
- @truman-capital-advisors-lp
- SEC file
- 801-73957
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Truman Capital Advisors has custody of $462M for 5 clients.
How many clients does Truman Capital Advisors have?
Truman Capital Advisors has 5 clients and manages $462 million for them, as of April 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Truman Capital Advisors offer?
Truman Capital Advisors 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 Truman Capital Advisors have?
Truman Capital Advisors has 0 investment adviser representatives registered with state securities authorities, out of 15 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 Truman Capital Advisors?
Truman Capital Advisors is owned through a holding company by Mitchell Samberg. Its direct owner is Trucap Advisors, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Truman Capital Advisors get paid?
Truman Capital Advisors is paid through a percentage of assets under management, performance-based fees and other compensation. 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
How do I contact Truman Capital Advisors?
Truman Capital Advisors’ main office is at 200 Business Park Drive, Suite 103, Armonk, NY 10504. Its phone number is 914-730-7102.