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Adviser Profile

As of Date 05/15/2024
Adviser Type - Large advisory firm
Number of Employees 28 40.00%
of those in investment advisory functions 11 57.14%
Registration SEC, Approved, 01/24/2022
Other registrations (1)
Former registrations

TRUE GREEN CAPITAL MANAGEMENT LLC

TRUE GREEN CAPITAL MANAGEMENT LLC

AUM* 673,891,264 1.97%
of that, discretionary 654,031,312 2.05%
Private Fund GAV* 673,891,264 6.75%
Avg Account Size 168,472,816 1.97%
SMA’s No
Private Funds 2
Contact Info 855 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
641M 549M 458M 366M 275M 183M 92M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count2 GAV$673,891,264

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Brochure Summary