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Building 2TRUEBRIDGE CAPITAL PARTNERS

Map pinCHAPEL HILL, NC
Phone919-442-5201
NotebookSEC #801-71946
Total AUM
$11.2B
Employees
43
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1011 SOUTH HAMILTON ROAD
SUITE 400
CHAPEL HILL
NC 27517
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
919-442-5201

ReceiptFinancials

Total AUM
$11.2B
Accounts
250
Discretionary
$10B
Accounts
237
Non-Discretionary
$1.2B
Accounts
13

ContactClients

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Pooled Vehicle Clients
250
AUM
$11.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 157 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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