TRUEMARK INVESTMENTS
  • TRUEMARK INVESTMENTS
  • TRUEMARK INVESTMENTS, LLC

Adviser Profile

As of Date 06/10/2026
Registration SEC, Approved, 01/16/2020
ADV Location CHICAGO, IL, United States
Contact Info 877 xxxxxxx
Websites
AUM* 1,419,410,000 485%
of that, discretionary 1,419,410,000 485%
Number of Employees 6 100%
of those in investment advisory functions 3 200%
Private Fund GAV* 0
Avg Account Size 52,570,741 268%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 811M 608M 406M 203M
2019 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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