RIA Intel›Advisers›North Carolina›TRUEBRIDGE CAPITAL PARTNERS LLC

TRUEBRIDGE CAPITAL PARTNERS LLC

Advisory

N·CHAPEL HILL, NC

Data as of Apr 29, 2026 · Source: SEC Form ADV

Total AUM

$11.2B

1-Year AUM Growth

-2.8%

3-Year CAGR

+33.0%

Employees

15

Assets Under Management

Total AUM$11.2B

Discretionary AUM$10.0B

Non-Discretionary AUM$1.2B

Discretionary %89.2%

Total Clients206

Team

Total Employees15

Investment Advisers43

Employee Growth (1Y)—

Filing History

Total Filings on Record25

First FilingOct 25, 2010

Latest FilingApr 29, 2026

🔒 Full AUM trend chart and 25 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRUEBRIDGE CAPITAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.