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Truman Capital Advisors, LP

● SEC registered since 2012CRD 156659SEC# 801-73957Armonk, NY
Export (members)
Ranks #4,010 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$462M
Fund GAV
$462M
Private funds
3
Employees
15
Accounts
5
Location
Armonk, NY

Truman Capital Advisors, LP assets under management

Truman Capital Advisors, LP is a registered investment adviser overseen by the SEC based in Armonk, NY. The firm has been registered since 2012. It reports $462 million in regulatory assets under management and employs 15 people. Truman Capital Advisors, LP manages 3 private funds with combined gross assets of $462 million, including Truman 2024 Sc10-1, LLC. By regulatory assets, it ranks 4,010 of 6,004 private fund managers.

Truman Capital Advisors, LP private funds

3 funds · $462M GAV
FundTypeGross assetsMin.
Truman 2024 Sc10-1, LLCReal Estate$232.2M$5M
Truman 2021 Sc9-1, LLCReal Estate$176.7M$5M
Truman 2025 Sc11-1, LLCReal Estate$53.1M$5M

Truman Capital Advisors, LP owners & executives

8 reported
NameTitleOwnershipSince
Caren Lureen Jellesed ControlHead Of Asset SurveillanceUnder 5%2008
Doojin Chung ControlPortfolio ManagerUnder 5%2008
Mitchell David Samberg ControlManaging OfficerUnder 5%2008
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Frequently asked questions

How much does Truman Capital Advisors, LP manage?

Truman Capital Advisors, LP reports $462 million in regulatory assets under management on its Form ADV.

How many private funds does Truman Capital Advisors, LP manage?

Truman Capital Advisors, LP manages 3 private funds with combined gross assets of $462 million.

How many employees does Truman Capital Advisors, LP have?

Truman Capital Advisors, LP reports 15 employees.

Where is Truman Capital Advisors, LP located?

Truman Capital Advisors, LP is based in Armonk, NY and has been SEC-registered since 2012.

Does Truman Capital Advisors, LP disclose fund performance?

Truman Capital Advisors, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Business Park Drive, Suite 103, Armonk, NY 10504
Phone914-730-7102
Fax914-730-3028
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$462M▼ 13%
Mar '25 — $531.8MApr '25 — $531.8MMay '25 — $531.8MJun '25 — $531.8MJul '25 — $531.8MAug '25 — $531.8MSep '25 — $531.8MOct '25 — $531.8MNov '25 — $531.8MDec '25 — $531.8MJan '26 — $531.8MFeb '26 — $531.8MMar '26 — $462MApr '26 — $462MMay '26 — $462MJun '26 — $462M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers

Assets under management

$462Mregulatory AUM
Discretionary $462M

Service providers