# Truebridge Capital Partners

> Truebridge Capital Partners is an SEC-registered investment advisory firm in Chapel Hill, NC, registered since 2010, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 155425
- Filed as: TRUEBRIDGE CAPITAL PARTNERS
- Legal name: Truebridge Capital Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155425
- AdvisorCensus page: https://advisorcensus.com/firm/truebridge-capital-partners-chapel-hill-nc-155425

## Quick answers

**How is Truebridge Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Truebridge Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Truebridge Capital Partners charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Truebridge Capital Partners located?**
Truebridge Capital Partners' principal office is in Chapel Hill, NC, according to its Form ADV.

**Is Truebridge Capital Partners registered with the SEC or a state?**
Truebridge Capital Partners is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 155425.

**How much does Truebridge Capital Partners manage?**
Truebridge Capital Partners reports $11,235,243,826 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (89% discretionary).

**How have Truebridge Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Truebridge Capital Partners: Regulatory assets under management: $3,560,544,325 in the October 2021 data and $11,235,243,826 in the October 2026 data, up 216%. Total employees: 23 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truebridge Capital Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (250).

**Does Truebridge Capital Partners 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/155425

**What changed in Truebridge Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $9,572,442,890 to $11,235,243,826 (+17%). Employees performing advisory functions went from 14 to 15.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 0.25% to 2% a year (a range, as the brochure states it)

> Each Investment Vehicle pays its General Partner an annual management fee (the “Management Fee ”), payable quarterly in advance, ranging between .25% and 2% of aggregate commitments.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $11,235,243,826
- Discretionary: $10,016,783,046
- Non-discretionary: $1,218,460,780

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 250 | $11,235,243,826 |

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

### Firm details
- Registered since: 2010 (15 years)
- Employees: 43 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [truebridgecapital.com](https://truebridgecapital.com)
- LinkedIn @truebridge-capital-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,560,544,325 | 23 | March 31, 2021 |
| October 2022 | $8,428,592,984 | 27 | August 24, 2022 |
| October 2023 | $8,601,633,930 | 30 | March 31, 2023 |
| October 2024 | $8,363,744,672 | 38 | March 29, 2024 |
| October 2025 | $9,572,442,890 | 41 | April 28, 2025 |
| October 2026 | $11,235,243,826 | 43 | April 29, 2026 |

Regulatory assets under management: $3,560,544,325 in the October 2021 data and $11,235,243,826 in the October 2026 data, up 216%.
Total employees: 23 in October 2021 and 43 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $9,572,442,890 to $11,235,243,826 (+17%).
- Employees performing advisory functions went from 14 to 15.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truebridge Capital Partners (CRD 155425): Form ADV filing data as of October 2026.