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Truck Capital
SEC-regulated
Registered investment advisor
Truck Capital Management LLC, established in May 2012, is an investment adviser based in New York, specializing in providing advisory services to high-net worth individuals and institutional clients through pooled investment vehicles. The firm manages approximately $70,452,352 in regulatory assets under management on a discretionary basis as of December 31, 2024. Truck Capital Management aims to generate superior absolute returns with lower-than-market-level risk by investing in Asian securities across all industries.
For clients interested in investing in the Funds, the minimum initial investment required is $1 million, although this amount may be waived or reduced at the discretion of the Adviser. The firm charges a quarterly management fee ranging from 1.5% to 2.0% per annum, along with an incentive allocation for the General Partners. TCM does not participate in a wrap fee program and manages client assets on a discretionary basis.
The Adviser's investment strategy involves a fundamental, value-oriented, long/short equity approach with a focus on the Asia Pacific region. They utilize a bottom-up stock selection process and aim to mitigate risk with a top-down, macro-conscious view. TCM also provides advisory services to separately managed accounts and aims to generate superior absolute returns with lower-than-market-level risk.
As a fiduciary, TCM acts in the best interests of its clients and has a Code of Ethics in place to ensure fair and honest dealings. The firm reviews client accounts daily and has a Compliance Committee that meets quarterly to evaluate the investment program and risk management process. TCM has custody of client assets held by a qualified custodian and provides audited financial statements to investors annually. The firm has full discretion to manage client accounts and votes proxies for portfolio securities in the best interests of clients.
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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