TRUMAN CAPITAL ADVISORS, LP

other names
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Adviser Profile
As of Date 04/22/2024
Adviser Type - Large advisory firm
Number of Employees 17
of those in investment advisory functions 17
Registration SEC, Approved, 3/30/2012
AUM* 319,067,582 -22.66%
of that, discretionary 319,067,582 -22.66%
Private Fund GAV* 319,067,582 -22.66%
Avg Account Size 319,067,582 54.69%
SMA’s No
Private Funds 1
Contact Info 914 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 1B 922M 737M 553M 369M 184M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$319,067,582

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Brochure Summary

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.