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Truvestments Capital LLC

● SEC registered since 2018CRD 291297SEC# 801-112243Sarasota, FL
Export (members)
Ranks #3,526 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$660.8M
Fund GAV
$6.5M
Private funds
1
Employees
17
Accounts
2,541
Location
Sarasota, FL

Truvestments Capital LLC assets under management

Truvestments Capital LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2018. It reports $660.8 million in regulatory assets under management and employs 17 people. Truvestments Capital LLC manages 1 private fund with combined gross assets of $6.5 million, including Truvestments Bitcoin Legacy Fund, LP. By regulatory assets, it ranks 3,526 of 6,004 private fund managers.

Truvestments Capital LLC private funds

1 funds · $6.5M GAV
FundTypeGross assetsMin.
Truvestments Bitcoin Legacy Fund, LPHedge$6.5M$500K

Truvestments Capital LLC owners & executives

5 reported
NameTitleOwnershipSince
Kaleb Donald McCarty ControlManaging MemberUnder 5%2017
Michael Wayne Williams ControlMember/CcoUnder 5%2017
Truvestments Asset Management LLC ControlMemberOver 75%2017
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Frequently asked questions

How much does Truvestments Capital LLC manage?

Truvestments Capital LLC reports $660.8 million in regulatory assets under management on its Form ADV.

How many private funds does Truvestments Capital LLC manage?

Truvestments Capital LLC manages 1 private funds with combined gross assets of $6.5 million.

How many employees does Truvestments Capital LLC have?

Truvestments Capital LLC reports 17 employees.

Where is Truvestments Capital LLC located?

Truvestments Capital LLC is based in Sarasota, FL and has been SEC-registered since 2018.

Does Truvestments Capital LLC disclose fund performance?

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

Contact & registration

Address5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240
Phone(855) 955-1982
Fax941-755-7055
Office hours9:00 a.m. - 5:00 P.M
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$660.8M▲ 10%
Mar '25 — $601.2MApr '25 — $601.2MMay '25 — $601.2MJun '25 — $601.2MJul '25 — $601.2MAug '25 — $601.2MSep '25 — $601.2MOct '25 — $601.2MNov '25 — $601.2MDec '25 — $601.2MJan '26 — $601.2MFeb '26 — $601.2MMar '26 — $660.8MApr '26 — $660.8MMay '26 — $660.8MJun '26 — $660.8M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
AUM vs fund managersTop 59%
Larger than 41% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers

Assets under management

$660.8Mregulatory AUM
Discretionary $638.3MNon-discretionary $22.5M

Service providers