True Partner Capital Usa
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Overview
True Partner Capital Usa operates as an advisory firm that has its headquarters in Chicago, Illinois. The firm oversees $1.1 billion in assets under management over 10 accounts, making it one of the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 7 financial advisors. True Partner Capital Usa is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as bonds, equities and options.
True Partner Capital Usa administers all of the company's client assets on a discretionary basis. Discretionary management means that transaction judgments are made by an investment advisor without requiring client consent. True Partner Capital Usa manages roughly $112.7 million in assets for each customer account. The average advisor at True Partner Capital Usa manages around one client account, placing it among the most individualized advisor firms in the country.
True Partner Capital Usa's main office is at 111 West Jackson Boulevard, Chicago, Illinois 60604. True Partner Capital Usa is registered to provide services to clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
True Partner Capital Usa by the Numbers
$1.1 billion
8
10
$112.7 million
Products and Services
Services provided by True Partner Capital Usa include portfolio management for pooled investment vehicles and selection of other advisers. The company is not engaged in selling products or offering services aside from investment advisory services to its investment advisory accounts. It is affiliated with one or more other service providers in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by the firm can include any blend of the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company provides services to pooled investment vehicles. Out of its 10 clients, True Partner Capital Usa's largest client type by number of accounts is pooled investment vehicles. About 80% of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
True Partner Capital Usa does not have any disclosures.
Please visit its Form ADV for more details.
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