TRUMAN CAPITAL ADVISORS, LP of ARMONK, NY is an SEC-registered investment adviser (CRD 156659). Regulatory assets under management: $462.0M.
Compensation: % of AUM, Performance, Other.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Doojin Chung | PORTFOLIO MANAGER | — |
| Mitchell David Samberg | MANAGING MEMBER; MANAGING OFFICER; SHAREHOLDER | — |
| William Anthony Meeks | CHIEF COMPLIANCE OFFICER | — |
| Caren Lureen Jellesed | HEAD OF ASSET SURVEILLANCE | — |
| DAVEY MARTIN F | CHIEF COMPLIANCE OFFICER | — |
| CHUNG DOOJIN | PORTFOLIO MANAGER | — |
| SAMBERG MITCHELL DAVID | MANAGING MEMBER; MANAGING OFFICER; SHAREHOLDER | — |
| MEEKS WILLIAM ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BROWN CAREN LUREEN | HEAD OF ASSET SURVEILLANCE | — |
| JELLESED CAREN LUREEN | HEAD OF ASSET SURVEILLANCE | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| TRUMAN 2024 SC10-1, LLC | Real Estate Fund | Delaware | 3 | $232.2M | $5.0M |
| TRUMAN 2021 SC9-1, LLC | Real Estate Fund | Delaware | 2 | $176.7M | $5.0M |
| TRUMAN 2025 SC11-1, LLC | Real Estate Fund | Delaware | 5 | $53.1M | $5.0M |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 4 | 914 730 7102 |
| SARASOTA | FL | 2 | 914-730-7000 |
| VANCOUVER | WA | 2 | 9147307102 |