Truman Capital Advisors, Lp
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Overview
Truman Capital Advisors, Lp is a financial advisor firm based in Armonk, New York. It handles $412.5 million in assets under management over two client accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). It has a small group, including 17 financial advisors. Truman Capital Advisors, Lp is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
Truman Capital Advisors, Lp manages all of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring client authorization. Truman Capital Advisors, Lp's average account size is $206.3 million. The typical financial advisor at Truman Capital Advisors, Lp administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is at 200 Business Park Drive, Armonk, New York 10504. Truman Capital Advisors, Lp is allowed to provide services to clients throughout a few states, including Florida, New York, Oregon and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Truman Capital Advisors, Lp by the Numbers
$412.5 million
17
2
$206.3 million
Fee Structure
Fees for financial advice vary depending on which services the firm provides the client. However, fees charged by Truman Capital Advisors, Lp may include 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 offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm caters to pooled investment vehicles. Out of its two customers, Truman Capital Advisors, Lp's biggest client type is pooled investment vehicles. None of the firm's accounts are from outside of the U.S.
- 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
Truman Capital Advisors, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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