{"url":"https://nivawealth.com/firms/truman-capital-advisors-156659","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156659","regulatoryAum":462010786,"crd":"156659","history":[{"filedOn":"2021-04-29","regulatoryAum":693492055,"clients":4,"employees":19,"offices":4},{"filedOn":"2022-04-29","regulatoryAum":489588068,"clients":1,"employees":18,"offices":4},{"filedOn":"2023-04-28","regulatoryAum":412536141,"clients":1,"employees":17,"offices":4},{"filedOn":"2024-04-22","regulatoryAum":319067582,"clients":1,"employees":17,"offices":4},{"filedOn":"2025-04-18","regulatoryAum":531818560,"clients":3,"employees":15,"offices":4},{"filedOn":"2026-04-27","regulatoryAum":462010786,"clients":5,"employees":15,"offices":4}],"secFileNumber":"801-73957","legalName":"Truman Capital Advisors, LP","displayName":"Truman Capital Advisors","slug":"truman-capital-advisors-156659","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/truman-capital-advisors-lp","founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"200 Business Park Drive, Suite 103","city":"Armonk","state":"NY","stateName":"New York","country":"United States","postalCode":"10504"},"tradeNames":[],"registration":{"secApproved":"30 March 2012","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":15,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":462010786,"discretionary":462010786,"discretionaryAccounts":5,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":5,"regulatoryAum":462010786}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Truman Capital Advisors has custody of $462M for 5 clients.","otherCustodians":[],"leadership":[{"name":"William Meeks","title":"Chief Compliance Officer","crd":"6026749"},{"name":"Doojin Chung","title":"Portfolio Manager","crd":"2792165"},{"name":"Caren Jellesed","title":"Head of Asset Surveillance","crd":"6026849"},{"name":"Mitchell Samberg","title":"Managing Officer","crd":"2013169"}],"ownership":[{"label":"Trucap Advisors, LLC","detail":"Limited partner in the 75% or more ownership band, since June 2008."},{"label":"Mitchell Samberg","detail":"Indirect owner: a shareholder of Trucap Advisors, LLC in the 75% or more band and a control person, since September 2003. Also a managing member of Savannah Capital, LLC in the 75% or more band and a control person, since June 2008.","parent":"Trucap Advisors, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":1},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"1672 Cherry Lane","city":"Sarasota"}]},{"state":"New York","offices":1,"addresses":[{"street":"200 Business Park Drive, Suite 103","city":"Armonk","headquarters":true}]},{"state":"Washington","offices":1,"addresses":[{"street":"5204 Ne 102 Street","city":"Vancouver"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"914-730-7102","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":3},"sources":{"adv1FilingDate":"27 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/156659/PDF/156659.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Truman Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Truman Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Truman Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Truman Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Truman Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Truman Capital Advisors?","answer":"Truman Capital Advisors’ main office is at 200 Business Park Drive, Suite 103, Armonk, NY 10504. Its phone number is 914-730-7102.","source":"Form ADV Part 1A, Item 1.F, filed 27 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"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 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."}