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TRUCK CAPITAL

NEW YORK, NY · CRD 164329 · IAPD ↗ · 212 808-3440

$58.3MRegulatory AUM
6Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — TRUCK CAPITAL grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
April 2025 — TRUCK CAPITAL reported RAUM down 26% ($95.6M -> $70.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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