{ "crd_number": 165448, "slug": "truehelm-llc-bloomington-mn-165448", "primary_business_name": "TRUEHELM, LLC", "legal_name": "TRUEHELM, LLC", "dbas": [], "city": "Bloomington", "state": "MN", "country": "United States", "cbsa_code": "33460", "metro": { "cbsa_code": "33460", "common_name": "Minneapolis", "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI", "path": "/advisors/mn/minneapolis" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2014-08-12", "years_registered": 12, "period": "2026-10-01", "filing_date": "2026-08-03", "carried_forward": false, "raum_total": 1284914683.0, "raum_discretionary": 1284914683.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 18, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1284914683.0, "count": 19 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MN" ], "websites": [ "https://linkedin.com/company/truehelm-pe", "https://truehelm.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165448", "city_as_filed": "BLOOMINGTON", "url": "https://advisorcensus.com/firm/truehelm-llc-bloomington-mn-165448", "display_name": "Truehelm, LLC", "summary": "Truehelm, LLC is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.", "citation": "AdvisorCensus. Truehelm, LLC (CRD 165448): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Truehelm, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Truehelm, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Truehelm, LLC located?", "a": "Truehelm, LLC's principal office is in Bloomington, MN, according to its Form ADV." }, { "q": "Is Truehelm, LLC registered with the SEC or a state?", "a": "Truehelm, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 165448." }, { "q": "How much does Truehelm, LLC manage?", "a": "Truehelm, LLC reports $1,284,914,683 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)." }, { "q": "How have Truehelm, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Truehelm, LLC: Regulatory assets under management: $836,783,584 in the October 2021 data and $1,284,914,683 in the October 2026 data, up 54%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Truehelm, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (19)." }, { "q": "Does Truehelm, LLC report any disciplinary disclosures?", "a": "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/165448" }, { "q": "What changed in Truehelm, LLC's recent Form ADV filings?", "a": "In the September 2026 filing data: No longer lists the business name TTCP. No longer lists the business name TT Capital Partners. Changed its legal name from TTCP Management Services, LLC to Truehelm, LLC. Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 836783584.0, "total_employees": 17, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 761523291.0, "total_employees": 21, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 997254602.0, "total_employees": 20, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1029601713.0, "total_employees": 19, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1220085124.0, "total_employees": 19, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1284914683.0, "total_employees": 18, "filing_date": "2026-08-03" } ], "recent_changes": [ { "period": "2026-09-01", "period_label": "September 2026", "notes": [ "No longer lists the business name TTCP.", "No longer lists the business name TT Capital Partners.", "Changed its legal name from TTCP Management Services, LLC to Truehelm, LLC.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/truehelm-llc-bloomington-mn-165448.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 19, "fewer_than_5": false, "raum": 1284914683.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165448", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }