# Truarc Partners, LP

> Truarc Partners, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 23, 2026.

- CRD: 312288
- Filed as: TRUARC PARTNERS, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312288
- AdvisorCensus page: https://advisorcensus.com/firm/truarc-partners-lp-new-york-ny-312288

## Quick answers

**How is Truarc Partners, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Truarc Partners, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Truarc Partners, LP located?**
Truarc Partners, LP's principal office is in New York, NY, according to its Form ADV.

**Is Truarc Partners, LP registered with the SEC or a state?**
Truarc Partners, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312288.

**How much does Truarc Partners, LP manage?**
Truarc Partners, LP reports $3,977,768,969 in regulatory assets under management in its Form ADV filing dated September 23, 2026 (100% discretionary).

**How have Truarc Partners, LP's assets and staff changed since 2021?**
In the Form ADV data for Truarc Partners, LP: Regulatory assets under management: $2,649,243,908 in the October 2021 data and $3,977,768,969 in the October 2026 data, up 50%. Total employees: 17 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truarc Partners, LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does Truarc Partners, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312288

**What changed in Truarc Partners, LP's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $3,977,768,969
- Discretionary: $3,977,768,969
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $3,977,768,969 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 28 total, 24 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truarcpartners.com
- LinkedIn @truarcpartners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,649,243,908 | 17 | July 19, 2021 |
| October 2022 | $2,744,892,739 | 20 | March 31, 2022 |
| October 2023 | $2,920,115,724 | 21 | March 31, 2023 |
| October 2024 | $3,141,971,930 | 23 | March 29, 2024 |
| October 2025 | $3,536,122,761 | 24 | March 31, 2025 |
| October 2026 | $3,977,768,969 | 28 | September 23, 2026 |

Regulatory assets under management: $2,649,243,908 in the October 2021 data and $3,977,768,969 in the October 2026 data, up 50%.
Total employees: 17 in October 2021 and 28 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 20 to 24.
- Regulatory assets under management went from $3,536,122,761 to $3,977,768,969 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truarc Partners, LP (CRD 312288): Form ADV filing data as of October 2026.