TRUE WIND CAPITAL MANAGEMENT, L.P. other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

23

of those in investment advisory functions:

15 -6.25%

Registration:

SEC, Approved, 4/4/2016

Other registrations (1)
AUM:

1,844,004,991 -4.21%

of that, discretionary:

1,844,004,991 -4.21%

Private Fund GAV:

1,844,004,991 -4.21%

Avg Account Size:

167,636,817 -12.92%

SMA’s:

NO

Private Funds:

11 1

Contact Info

415 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 825M 550M 275M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

True Wind Capital Management, L.P.'s Top 1 Buys of the 3rd Quarter
10/20/2022

Related Stocks: ROVR,

gurufocus.com

Open Lending Corporation Announces Pricing of Upsized Secondary Offering
04/04/2021

All shares are being sold by existing stockholders, including Nebula Holdings, LLC., a True Wind Capital, L.P. managed entity, Bregal Sagemount and certain executive officers of Open Lending.

markets.businessinsider.com

Why Shares of Open Lending Are Rising Today
04/02/2021

Image source: Getty Images. The shares are being sold by existing stockholders including Nebula Holdings, True Wind Capital, Bregal Sagemount, and certain executive officers of Open Lending.

fool.com

Queen Elizabeth Shares Personal Message After Traditional Pre-Easter Service Is Canceled
04/01/2021

Queen Elizabeth is carrying on a pre-Easter tradition — despite some changes due to the coronavirus pandemic. As she always does the Thursday ahead of Easter, the 94-year-old monarch distributed the specially-minted coins known as Maundy money to ...

Yahoo Finance

Open Lending Corporation Announces Pricing of Upsized Secondary Offering
04/01/2021

Mutual Funds Stocks ETFs Bonds Best Investments Portfolio Markets Investing Learn Start Investing Investing Classroom Investing Glossary Help Center Plan Tax Planning Personal Finance ...

Morningstar

Open Lending Corporation Announces Pricing of Upsized Secondary Offering
04/01/2021

All shares are being sold by existing stockholders, including Nebula Holdings, LLC., a True Wind Capital, L.P. managed entity, Bregal Sagemount and certain executive officers of Open Lending.

Market Watch


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 11 $1,844,004,991

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Private Funds



Employees




Brochure Summary

Overview

A. True Wind is a private investment firm that focuses primarily on private equity investments in lower middle-market companies within the global information technology and technology-enabled industries (collectively, the “Technology Industry”). The Firm was established in 2014 and operates from its sole office in San Francisco, California. True Wind serves as an investment adviser to certain pooled investment vehicles (the “Funds” or “Clients”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”), and whose securities are not registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”). Certain of the Funds are Continuation Vehicles and Rollover Vehicles (each as defined below) formed in connection with Continuation Transactions (as defined below). The Firm’s principal owners are Adam H. Clammer and James H. Greene, Jr. (the “Founders”). B. True Wind provides investment advisory services solely to the Funds with respect to the identification, acquisition, management and disposition of primarily, lower middle-market enterprise technology companies pursuant to management agreements between True Wind and the Funds. The Funds previously formed special purpose acquisition companies (“SPACs”), which are publicly traded
“blind pool” entities that raise pools of capital from public investors and look to deploy that capital to acquire all or part of a private (or potentially public) company. In 2023, True Wind dissolved its last SPAC and is no longer pursuing any SPAC activities or investments. C. The Firm generally provides discretionary investment advisory services to the Funds. Each Fund has a specific investment focus. The offering materials and governing documents of each Fund set forth these specific guidelines and restrictions, which include, among other things, limits on the size, concentration, geography, and type of security of such Fund’s underlying portfolio investments. Investors in the Funds (the “Investors” or “Limited Partners”) do not have the ability to impose specific investment objectives or restrictions on the Funds. The Firm is affiliated with entities that serve as the general partners of the Funds (the “GP Entities”), and each of the Funds is controlled by its respective GP Entity. D. The Firm does not participate in wrap fee programs. E. As of December 31, 2023, True Wind managed $1,844,004,991 in regulatory assets under management on a discretionary basis1 and $0 on a non-discretionary basis.