TRUEBRIDGE CAPITAL PARTNERS
CHAPEL HILL, NC · CRD 155425 · IAPD ↗ · truebridgecapital.com · 919-442-5201
$11.24BRegulatory AUM
15Advisory reps
43Employees
3Clients
n/aPlanning clients
102Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
58
April 2025 — TRUEBRIDGE CAPITAL PARTNERS grew from 11 to 14 advisory reps.
CRMRecruiting & transitionsComplianceFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.