TRUE PARTNER CAPITAL USA

111 West Jackson Boulevard
Suite 1700
Chicago, Illinois 60604
Tel: 312-675-6128

About TRUE PARTNER CAPITAL USA

TRUE PARTNER CAPITAL USA, formally registered with the SEC as TRUE PARTNER CAPITAL USA. The firm was established in 06/17/2016. They have over 2 offices throughout the country.

TRUE PARTNER CAPITAL USA is a Chicago, Illinois based Financial Planning firm with nearly $626,155,871 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283176
SEC#	801-107958
Assets Managed by Firm	$626,155,871
No. of Clients	8
No. of Advisors	3

Fee Structure

Other (COST PLUS (WHEREIN RELATED PERSON AFFILIATE RECEIVES (1) & (6))

Advisory Services Provided

Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8	$626,155,871

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