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TRUMAN CAPITAL ADVISORS, LP

200 Business Park Drive
Suite 103
Armonk, New York 10504
Tel: 914-730-7102

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About TRUMAN CAPITAL ADVISORS, LP

TRUMAN CAPITAL ADVISORS, LP, formally registered with the SEC as TRUMAN CAPITAL ADVISORS, LP. The firm was established in 03/30/2012. They have over 4 offices throughout the country.

TRUMAN CAPITAL ADVISORS, LP is a Armonk, New York based Financial Planning firm with nearly $319,067,582 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#156659
SEC#801-73957
Assets Managed by Firm$319,067,582
No. of Clients1
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (FEES FOR REO SALES AND DUE DILIGENC)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$319,067,582

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