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TRUE WIND CAPITAL MANAGEMENT

Business and Investment Profile

The TRUE WIND CAPITAL MANAGEMENT is a privately held investment adviser that advises $4.5Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRUE WIND CAPITAL MANAGEMENT is a Public/Private Fund Assets increased by 68.63% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 10.9 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at FOUR EMBARCADERO CENTER SUITE 2100, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 28 employees comprised of 17 investment and 11 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.

Asset Profile

Their $4.5Bn in assets advised are owned by 12 private funds, 7 public funds and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $2.42Bn or 53.85% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $2.08Bn or 46.15% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).

Service Provider Profile

The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 5 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees and performance-based fees.

Sub-Advisers

TRUE WIND CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: TRUE WIND CAPITAL MANAGEMENT

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Keywords: True Wind Capital Management, True, Wind
Generated 2026-09-12T06:48:24.0283683.  © 2026 Convergence.