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Truebridge Capital Partners
SEC-regulated
Registered investment advisor
TrueBridge Capital Partners, LLC is a registered investment adviser based in Chapel Hill, North Carolina, established in September 2007. The firm specializes in providing discretionary investment advisory services to pooled investment vehicles, special purpose vehicles, and feeder funds. TrueBridge manages assets totaling approximately $9.57 billion for 206 clients as of December 31, 2024. The firm charges management fees ranging from 0.25% to 2% of aggregate commitments, payable quarterly in advance. Additionally, TrueBridge may receive performance-based fees based on the cumulative partnership profits of the investment vehicles. The firm follows a comprehensive due diligence process for selecting investment opportunities, focusing on strategy, performance, team, decision-making process, and fund terms. TrueBridge emphasizes fair and equitable allocation of investment opportunities among its clients and has policies in place to address potential conflicts of interest. The firm's investment strategies include funds of funds, direct investment funds, and secondary funds, with a focus on venture capital and growth equity investments. TrueBridge has not been subject to any disciplinary actions and maintains a Code of Ethics to ensure compliance and integrity in its operations. The firm prioritizes client confidentiality and security, and its custody services are provided by First Republic Bank. TrueBridge exercises investment discretion for the majority of its clients and has established a Proxy Voting Policy for voting client securities when required. The firm's financial condition is sound, with no impairments to meeting its commitments or bankruptcy proceedings.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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