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TRUMAN CAPITAL ADVISORS, LP

ARMONK, NY · CRD 156659 · IAPD ↗ · trumancapital.com · 914-730-7102

$462.0MRegulatory AUM
15Advisory reps
15Employees
0Clients
n/aPlanning clients
3Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2025 — TRUMAN CAPITAL ADVISORS, LP notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — TRUMAN CAPITAL ADVISORS, LP crossed $500M in regulatory AUM ($319.1M -> $531.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.