Truemark Investments, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 27
- Avg AUM / client
- $52.6M
- Accounts
- 27
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 27 | $1.4B | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Loukas, Michael, Norman | Ceo | Sep 2019 (7y) | Less than 5% | |
| Lewis, Blair, Patrick | Trustee | Mar 2020 (6y) | GP / trustee / elected manager of Blair Lewis Living Trust (indirect) | |
| Jason Michael Weaver | Trustee | May 2020 (6y) | GP / trustee / elected manager of Weaver Trust (indirect) | |
| Weaver, Shannon, Marie | Trustee | May 2020 (6y) | GP / trustee / elected manager of Weaver Trust (indirect) | |
| Nashed, Mark, A | Class C Unitholder | Jan 2022 (5y) | 5% – 10% | |
| Bubeck, Kyle, Roger | Cco | Feb 2023 (4y) | Less than 5% | |
| Laura Jean Gundlach | Registered representative | Apr 2026 (0y) | ||
| Jeffrey Ryan Feldman | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Truemark Group | Class B Unitholder | Sep 2019 | A | 50% – 75% |
| Rivernorth Strategic Holdings Llc | Class C Unitholder | Dec 2021 | A | 10% – 25% |
| Blair Lewis Living Trust | Class A Unitholder | Mar 2020 | A | 5% – 10% |
| Weaver Trust | Class A Unitholder | May 2020 | A | 5% – 10% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 971 KB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have 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: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗