Truebridge Capital Partners Llc
- Regulatory AUM
- $11.2B
- Discretionary
- $10.0B
- Clients
- 250
- Avg AUM / client
- $44.9M
- Accounts
- 250
- Employees
- 43
AUM over time
Annual snapshots from Form ADV filings · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 250 | $11.2B | 100.0% |
Private funds (90)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $13.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Truebridge V Holdings, Llc master | Private Equity Fund | Delaware | $984M | 147 |
| Truebridge Iv Holdings, Llc master | Private Equity Fund | Delaware | $951M | 167 |
| Truebridge Capital Partners Fund V, L.P. feeder | Private Equity Fund | Delaware | $708M | 137 |
| Truebridge Kauffman Fellows Endowment Fund Iv, L.P. feeder | Private Equity Fund | Delaware | $637M | 160 |
| Truebridge Capital Partners Fund Vi, L.P. feeder | Private Equity Fund | Delaware | $533M | 209 |
| Truebridge Vii Holdings, L.P. master | Private Equity Fund | Delaware | $489M | 350 |
| Truebridge Kauffman Fellows Endowment Fund Iii, L.P. master | Private Equity Fund | Delaware | $480M | 180 |
| Truebridge Vi Holdings, Llc master | Private Equity Fund | Delaware | $474M | 234 |
| Truebridge Capital Partners Fund Vii, L.P. feeder | Private Equity Fund | Delaware | $456M | 277 |
| Truebridge Global Premier I, L.P. | Private Equity Fund | Delaware | $398M | 104 |
| Truebridge Capital Venture Partners Iv, Llc | Venture Capital Fund | Delaware | $358M | 1 |
| Truebridge Kauffman Fellows Endowment Fund Ii, L.P. master | Private Equity Fund | Delaware | $343M | 152 |
| Truebridge Kauffman Fellows Endowment Fund Iv (Parallel), L.P. feeder | Private Equity Fund | Delaware | $312M | 2 |
| Truebridge Special (S2), Llc | Private Equity Fund | Delaware | $285M | 161 |
| Truebridge Direct Fund Ii, Lp master | Venture Capital Fund | Delaware | $281M | 62 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Poston, Edwin, Averyt | General Partner | Oct 2007 (19y) | Less than 5% | |
| Williams, Mel, Andrew | General Partner | Oct 2007 (19y) | Less than 5% | |
| Hong, Dominic, Wai Sing | Chief Compliance Officer & Chief Financial Officer | Sep 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| P10 Intermediate Holdings Llc | Managing Member | Oct 2020 | A | 75% or more |
| P10 Holdings, Inc. | Managing Member | Oct 2019 | B | ≈ 56.25% – 100% via P10 Intermediate Holdings Llc |
| Truebridge Capital Partners | Member Of Sozo Ventures Gp I, L.P. | Apr 2013 | B | 25% – 50% of Sozo Ventures Gp I, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- P10 Holdings, Inc.: 75% – 100% of P10 Intermediate Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (90, $13.1B gross assets)
Top 25 of 90 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 27.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗