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Adviser Profile

As of Date 06/18/2024
Adviser Type - Large advisory firm
Number of Employees 11 37.50%
of those in investment advisory functions 10 42.86%
Registration SEC, Approved, 11/18/2022
AUM* 528,303,940 204.32%
of that, discretionary 528,303,940 204.32%
Private Fund GAV* 520,650,733 321.24%
Avg Account Size 88,050,657 102.88%
SMA’s No
Private Funds 6 2
Contact Info 310 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

Recent News

Reported AUM

Discretionary
Non-discretionary
174M 149M 124M 99M 74M 50M 25M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count6 GAV$520,650,733

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Brochure Summary

Overview

Item 4.A: Truelink Capital Management, LLC is an investment advisory firm with its principal place of business located in Los Angeles, California. Truelink Capital Management, LLC will be referred to in this brochure as “we”, the “Adviser”, or the “Firm.” The Adviser was established in 2022 by Todd Golditch and Luke Myers (the “Co-Founders” or “Managing Partners”) and commenced investment advisory operations thereafter. The Adviser is owned by Truelink Capital, LLC and Truelink Principal Holdings, L.P. (indirectly through its ownership of Truelink Management Holdings, L.P.), which are both owned by the Co-Founders. with enterprise values ranging from $100 million to $500 million in the Technology-Enabled Services and Industrials sectors. The Adviser expects to provide discretionary investment services to Truelink Capital I, L.P., Truelink Capital I-A, L.P., and Truelink-Vista, L.P. (each a “Fund,” and together with any future private investment funds which Truelink or its affiliates provide investment advisory services, the “Funds”), which are private funds that are exempt
from registration under the Investment Company Act of 1940, as amended (“1940 Act”). The Adviser also is permitted to serve as investment adviser to an “executive fund” offered to employees, affiliates, and other investors with a relationship to the Adviser or its personnel. Truelink Capital GP I, L.P. and Truelink-Vista GP, LLC (together with any future general partners that may be formed from time to time, each a “General Partner” and together with the Adviser and affiliated entities, “Truelink”) are affiliated with the Adviser. Each General Partner is subject to the Advisers Act of 1940, as amended, and the rules and regulations promulgated thereunder, pursuant to the Adviser’s registration in accordance with SEC guidance. This brochure also describes the business practices of the General Partners, which operates as a single advisory business together with the Adviser. Fund’s investment guidelines as outlined in each Fund’s operative documents. assets under management on a discretionary basis. Truelink does not manage any assets on a non- discretionary basis.