Truman Capital Advisors, Lp
- Regulatory AUM
- $462M
- Discretionary
- $462M
- Clients
- 5
- Avg AUM / client
- $92.4M
- Accounts
- 5
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $462M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $319M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Truman 2021 Sc9 1, Llc | Real Estate Fund | Delaware | $319M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samberg, Mitchell, David | Managing Officer | Sep 2003 (23y) | ≈ 56.25% – 100% via Trucap Advisors, Llc | |
| Chung, Doojin | Portfolio Manager | Jun 2008 (18y) | Less than 5% | |
| Jellesed, Caren, Lureen | Head Of Asset Surveillance | Jun 2008 (18y) | Less than 5% | |
| Meeks, William, Anthony | Chief Compliance Officer | Jun 2008 (18y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trucap Advisors, Llc | Limited Partner | Jun 2008 | A | 75% or more |
| Savannah Capital, Llc | General Partner | Jun 2008 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Samberg, Mitchell, David: 75% – 100% of Trucap Advisors, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $319M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Truman 2021 Sc9 1, Llc | Real Estate Fund | $319M | $5.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.63 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • FEES FOR REO SALES AND DUE DILIGENC
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗