RIA Intel›Advisers›New York›TRUMAN CAPITAL ADVISORS, LP

TRUMAN CAPITAL ADVISORS, LP

Advisory

N·ARMONK, NY

Data as of Apr 27, 2026 · Source: SEC Form ADV

Total AUM
$462M
1-Year AUM Growth
-22.7%
3-Year CAGR
-22.9%
Employees
15
Assets Under Management
Total AUM$462M
Discretionary AUM$462M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees15
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record27
First FilingFeb 14, 2012
Latest FilingApr 27, 2026
🔒 Full AUM trend chart and 27 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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