# Truelink Capital Management, LLC

> Truelink Capital Management, LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 323910
- Filed as: TRUELINK CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323910
- AdvisorCensus page: https://advisorcensus.com/firm/truelink-capital-management-llc-los-angeles-ca-323910

## Quick answers

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

**Where is Truelink Capital Management, LLC located?**
Truelink Capital Management, LLC's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Truelink Capital Management, LLC registered with the SEC or a state?**
Truelink Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323910.

**How much does Truelink Capital Management, LLC manage?**
Truelink Capital Management, LLC reports $4,197,667,227 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Truelink Capital Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Truelink Capital Management, LLC: Regulatory assets under management: $173,600,000 in the October 2023 data and $4,197,667,227 in the October 2026 data, up 2318%. Total employees: 8 in October 2023 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truelink Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (13).

**Does Truelink Capital Management, LLC 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/323910

**Does Truelink Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Generally, the Funds have a minimum investment amount of $10 million. Such investment amount may be waived by the General Partner."

**What changed in Truelink Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 16 to 22. Regulatory assets under management went from $1,767,627,704 to $4,197,667,227 (+137%).

## 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 March 31, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> Generally, the Funds have a minimum investment amount of $10 million. Such investment amount may be waived by the General Partner.

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

### Regulatory assets under management (Item 5.F)
- Total: $4,197,667,227
- Discretionary: $4,197,667,227
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $4,197,667,227 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

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

### Firm details
- Registered since: 2022 (3 years)
- Employees: 24 total, 22 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $173,600,000 | 8 | April 25, 2023 |
| October 2024 | $528,303,940 | 11 | June 18, 2024 |
| October 2025 | $1,767,627,704 | 17 | March 28, 2025 |
| October 2026 | $4,197,667,227 | 24 | March 31, 2026 |

Regulatory assets under management: $173,600,000 in the October 2023 data and $4,197,667,227 in the October 2026 data, up 2318%.
Total employees: 8 in October 2023 and 24 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 16 to 22.
- Regulatory assets under management went from $1,767,627,704 to $4,197,667,227 (+137%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truelink Capital Management, LLC (CRD 323910): Form ADV filing data as of October 2026.