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TRUE WIND CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · CRD 281109 · IAPD ↗ · 415-780-9975

$2.08BRegulatory AUM
17Advisory reps
28Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — TRUE WIND CAPITAL MANAGEMENT, L.P. grew from 15 to 19 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.