Overview
Truman Capital Advisors, LP (“Truman”) provides investment advisory services primarily to
sophisticated institutional investors through private funds (the “Funds” or “Clients”) in which
Truman and/or affiliates provide various services to the Funds including the day-to-day
management of the Funds. Truman has been in business since 2001 and is owned 99% by TruCap
Advisors, LLC (limited partner) and 1% by Savannah Capital, LLC (general partner.). Mitchell D.
Samberg is the principal owner of TruCap Advisors, LLC and Savannah Capital, LLC.
Truman’s advisory services are generally focused on the residential real estate market in the United
States. Truman’s investments are generally limited to delinquent and current residential mortgages
offered in
the secondary market and when necessary, the underlying residential properties that
provide the collateral for those mortgages. As part of Truman’s advisory services, it is actively
involved in all aspects of the process and activities necessary to manage the mortgages and
residential properties including, but not limited to, negotiating modifications to existing mortgages,
managing the foreclosure process involving delinquent mortgages, and the sale of acquired real
estate.
All investments are made in accordance with the Client’s investment objectives and strategies.
As of December 31, 2023, Truman managed $319,067,582 of Client assets on a discretionary basis.
Truman does not manage assets on a non-discretionary basis.