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TRUE GREEN CAPITAL MANAGEMENT LLC

WESTPORT, CT · CRD 277052 · IAPD ↗ · 855-335-5900

$876.2MRegulatory AUM
13Advisory reps
34Employees
2Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2025 — TRUE GREEN CAPITAL MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
57
April 2025 — TRUE GREEN CAPITAL MANAGEMENT LLC grew from 11 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
57
April 2024 — TRUE GREEN CAPITAL MANAGEMENT LLC grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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