TRUE GREEN CAPITAL MANAGEMENT LLC other names

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Adviser Profile

As of Date:

05/15/2024

Adviser Type:

- Large advisory firm

Number of Employees:

28 40.00%

of those in investment advisory functions:

11 57.14%

Registration:

SEC, Approved, 1/24/2022

Other registrations (1)
Former registrations

TRUE GREEN CAPITAL MANAGEMENT LLC

TRUE GREEN CAPITAL MANAGEMENT LLC

AUM:

673,891,264 1.97%

of that, discretionary:

654,031,312 2.05%

Private Fund GAV:

673,891,264 1.97%

Avg Account Size:

168,472,816 1.97%

SMA’s:

NO

Private Funds:

2

Contact Info

855 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
641M 549M 458M 366M 275M 183M 92M
2021 2022 2023

Recent News

West Virginia House Approves Personal Income Tax Reduction Plan, Potential Revenue Losses Flung Into Question
03/29/2021

That fund would speed up the reduction of income taxes until it ... Not the one you’re thinking of, but a true green deal that puts money in your pockets,” said House Finance Chairman Eric Householder, R-Berkeley. Sean O’Leary of the West Virginia ...

wvpublic.org

W.Va. income tax bill passes House, moves onto Senate
03/29/2021

Not the one you’re thinking of, but a true green deal that puts money in your ... It does create a special fund to use other income sources like lottery proceeds to fill any shortfalls.

wsaz.com

W.Va. income tax bill passes House, moves onto Senate
03/29/2021

Not the one you’re thinking of, but a true green deal that puts money in your pockets,” said ... It does create a special fund to use other income sources like lottery proceeds to fill any shortfalls. The plan would not increase the sales tax or ...

wymt.com

W.Va. House passes its state income tax bill
03/29/2021

The House's bill eliminates the income tax, but cuts $150 million from the budget each year and establishes a Personal Income Tax Reduction Fund ... but a true green deal, that puts money in ...

MSN

House passes its income tax bill, but more twists, questions and debates are ahead
03/29/2021

West Virginia’s House of Delegates passed a bill aiming to eliminate the state personal income tax over a little more than a decade, but immediate questions remain. There’s no certainty the bill will be accepted by the state Senate or by the governor.

wvmetronews.com

Japan Ignores Climate Pressure, Eyes New Overseas Coal Units
03/24/2021

(Bloomberg) -- One of the last countries in the world to support coal-fired generation overseas is considering financing new capacity in Bangladesh. The Japan International Cooperation Agency said in an email it’s conducting an environmental and social ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Other Private Fund 2 $673,891,264

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Private Funds



Employees




Brochure Summary

Overview

TGC, a Delaware limited liability company, is an investment adviser located in Westport, Connecticut. TGC was formed in 2011. TGC lists its principal owners as any person directly owning 25% or more of TGC as disclosed on Schedule A of Form ADV, Part 1A. TGC’s principal owners are Panagiotis Ninios and Bruce Wiegand. TGC provides investment advisory services to pooled investment vehicles. Currently, the Firm provides investment advisory services to six (6) pooled investment vehicles: True Green Capital Fund III, L.P. and its feeder fund, True Green Capital Leveraged Feeder Fund III, L.P. (together, “Fund III”); True Green Capital Fund IV, L.P. and its two feeder funds, True Green Capital Leveraged Feeder Fund IV, L.P. and True Green Capital Feeder Fund IV, L.P. (collectively, “Fund IV”); and True Green Capital Parallel Fund IV, L.P. (“Fund IV – Parallel”). Unless otherwise noted herein in this Form ADV, Part 2A, each a “Client,” and collectively together with the feeder funds, the “Clients.” The Clients are structured as Delaware limited partnerships and are exempt from registration under the Investment Company Act of 1940, as amended (the “Investment Company Act”). The general partner of each Client is an affiliate of TGC. TGC maintains a wholly-owned subsidiary True Green Capital Management (UK), Limited, a private limited company incorporated in England & Wales with company number 14761805 (“TGC UK”), which acts as a participating affiliate to TGC. TGC UK was formed in 2023. TGC UK provides advisory services to TGC which include, but are not limited to, identification and evaluation of investment opportunities for TGC managed funds as well as promotion of TGC managed funds as described in more detail in the Participating Affiliate and Services Agreement between TGC and TGC UK. TGC UK is in the process
of becoming an Appointed Representative of Sapia Partners LLP, a third-party licensee registered with the UK Financial Conduct Authority (firm reference no. 550103) that will afford TGC UK the ability to operate without its own registration. TGC UK is an affiliate of TGC. TGC provides discretionary and non-discretionary investment advisory services to the Clients. The Firm focuses on investments in distributed power generation in commercial and industrial photovoltaic (“PV”) solar projects and related technologies. Investment advisory services are tailored and provided directly to the Clients and not to the needs of individual investors in the Clients. TGC manages the Clients in accordance with the investment objectives and limitations set forth in each Client’s offering memoranda, governing documents, subscription agreements, side letters, and any investment management agreement between TGC and the Client, as applicable (collectively, the “Governing Documents”). TGC’s advisory services for each Client are detailed in the Client’s Governing Documents and are further described below under “Item 8. Methods of Analysis, Investment Strategies and Risk of Loss.” TGC has and could in the future enter into agreements, commonly known as “side letters,” with certain investors under which TGC waives or modifies certain investment terms for those investors, without obtaining the consent of any other investor in the Clients. TGC does not participate in wrap fee programs. As of December 31, 2023, the Firm had approximately $717,895,306 in discretionary assets under management and $19,859,952 in non-discretionary assets under management, a portion of which are non-securities investments and as such are not included in the Firm’s calculation of its regulatory assets under management in Form ADV, Part 1A.