True Wind Capital Management, L.P.
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 281109
· SEC file 801-107575
· San Francisco, CA
· WWW.LINKEDIN.COM
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ADV data as of Mar 30, 2026
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 12
- Avg AUM / client
- $173M
- Accounts
- 12
- Employees
- 28
AUM over time
$163M
$2.2B
Dec 2015
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $2.1B | 100.0% |
Private funds (11)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| True Wind Capital Ii, L.P. | Private Equity Fund | Delaware | $740M | 78 |
| True Wind Capital, L.P. | Private Equity Fund | Delaware | $450M | 73 |
| True Wind Capital Continuation, L.P. | Private Equity Fund | Delaware | $248M | 37 |
| True Wind Capital Ii A, L.P. | Private Equity Fund | Delaware | $175M | 10 |
| Twc Ii Acd Co Invest, L.P. | Private Equity Fund | Delaware | $55.8M | 5 |
| Twc Expedition Co Invest, L.P. | Private Equity Fund | Delaware | $47.1M | 7 |
| Twc Ii Eclipse Co Invest, L.P. | Private Equity Fund | Delaware | $38.9M | 8 |
| Twc Shamrock Co Invest, Lp | Private Equity Fund | Delaware | $31.6M | 5 |
| Twc Ii Sterling Co Invest, L.P. | Private Equity Fund | Delaware | $24.5M | 2 |
| Twc Transflo Co Invest, L.P. | Private Equity Fund | Delaware | $24.1M | 4 |
| Twc Ii Lonestar Co Invest, L.P. | Private Equity Fund | Delaware | $9.8M | 2 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greene, James, Harrison | Limited Partner, Co Chief Executive Officer | Dec 1995 (31y) | Less than 5% | |
| Janetschek, William, Joseph | Trustee | Jan 2000 (27y) | GP / trustee / elected manager of The Greene 2000 Family Trust Agreement (indirect) | |
| Clammer, Adam, Herbert | Limited Partner & Co Chief Executive Officer | Sep 2007 (19y) | Less than 5% | |
| Harbin, Katherine, Gregson | Trustee | Sep 2007 (19y) | GP / trustee / elected manager of Clammer 2007 Joint Revocable Trust (indirect) | |
| Harbin, Thomas, Shelor | Trustee | Apr 2015 (11y) | GP / trustee / elected manager of Katherine Gregson Harbin Clammer Delaware Trust (indirect) | |
| Schutt, Charles, Porter | Trustee | Apr 2015 (11y) | GP / trustee / elected manager of Katherine Gregson Harbin Clammer Delaware Trust (indirect) | |
| Adams, Rufina | Chief Financial Officer | Jul 2017 (9y) | Less than 5% | |
| Kelly, Nima, Jacobs | Chief Compliance Officer And Chief Operating Officer | Sep 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greene Family Trust Dated 12/27/95 | Family Investment Partner | Jun 2016 | A | 25% – 50% |
| Clammer 2007 Joint Revocable Trust | Family Investment Partner | Jun 2016 | A | 25% – 50% |
| The Greene 2000 Family Trust Agreement | Family Investment Partner | Oct 2018 | A | 10% – 25% |
| Katherine Gregson Harbin Clammer Delaware Trust | Family Investment Partner | Jun 2016 | A | 5% – 10% |
| True Wind Capital Management Gp, Llc | General Partner | Oct 2018 | A | Less than 5% |
| Greene Family Trust Dated 12/27/95 | Family Investment Member | Oct 2018 | B | ≈ 0% – 2.5% via True Wind Capital Management Gp, Llc |
| Clammer 2007 Joint Revocable Trust | Family Investment Member | Oct 2018 | B | ≈ 0% – 2.5% via True Wind Capital Management Gp, Llc |
| The Greene 2000 Family Trust Agreement | Family Investment Member | Oct 2018 | B | GP / trustee / elected manager of True Wind Capital Management Gp, Llc (indirect) |
| Katherine Gregson Harbin Clammer Delaware Trust | Family Investment Member | Oct 2018 | B | GP / trustee / elected manager of True Wind Capital Management Gp, Llc (indirect) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Greene Family Trust Dated 12/27/95: 25% – 50% of True Wind Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
- Clammer 2007 Joint Revocable Trust: 25% – 50% of True Wind Capital Management Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% 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 (11, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| True Wind Capital Ii, L.P. | Private Equity Fund | $740M | $0 | 78 |
| True Wind Capital, L.P. | Private Equity Fund | $450M | $0 | 73 |
| True Wind Capital Continuation, L.P. | Private Equity Fund | $248M | $0 | 37 |
| True Wind Capital Ii A, L.P. | Private Equity Fund | $175M | $0 | 10 |
| Twc Ii Acd Co Invest, L.P. | Private Equity Fund | $55.8M | $0 | 5 |
| Twc Expedition Co Invest, L.P. | Private Equity Fund | $47.1M | $0 | 7 |
| Twc Ii Eclipse Co Invest, L.P. | Private Equity Fund | $38.9M | $0 | 8 |
| Twc Shamrock Co Invest, Lp | Private Equity Fund | $31.6M | $0 | 5 |
| Twc Ii Sterling Co Invest, L.P. | Private Equity Fund | $24.5M | $0 | 2 |
| Twc Transflo Co Invest, L.P. | Private Equity Fund | $24.1M | $0 | 4 |
| Twc Ii Lonestar Co Invest, L.P. | Private Equity Fund | $9.8M | $0 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 3.5 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
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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗