Truarc Partners, Lp
- Regulatory AUM
- $4.0B
- Discretionary
- $4.0B
- Clients
- 23
- Avg AUM / client
- $173M
- Accounts
- 23
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 23 | $4.0B | 100.0% |
Private funds (10)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Truarc Fund Iv, Lp | Private Equity Fund | Delaware | $650M | 41 |
| Ai Fire Aggregator Llc | Other Private Fund | Delaware | $385M | 13 |
| Truarc Fund Iv (Parallel), Lp | Private Equity Fund | Delaware | $333M | 5 |
| Mdi Aggregator Lp | Other Private Fund | Delaware | $231M | 21 |
| Lamark Aggregator Lp | Other Private Fund | Delaware | $229M | 12 |
| Meyer Lab Aggregator Lp | Other Private Fund | Delaware | $147M | 13 |
| Truarc Fund Iv Co Invest, Lp | Private Equity Fund | Delaware | $61.8M | 1 |
| Watchtower Aggregator Lp | Other Private Fund | Delaware | $60.6M | 2 |
| Truarc Structured Opportunities Fund, Lp | Private Equity Fund | Delaware | $55.9M | 6 |
| Tci Aggregator Lp | Other Private Fund | Delaware | $38.8M | 5 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mantel, Alan, Harris | Managing Member And Partner | Aug 2020 (6y) | 10% – 25% | |
| Pless, John, Anthony | Managing Member And Partner | Aug 2020 (6y) | 10% – 25% | |
| Snow, Ian, Kendall | Senior Advisor | Aug 2020 (6y) | 10% – 25% | |
| Phipps, Ogden | Partner | May 2021 (5y) | Less than 5% | |
| Pappalardo, Alisen | Chief Compliance Officer | Sep 2021 (5y) | Less than 5% | |
| Dworkin, Jonathan, Scott | Chief Financial Officer | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ogden Phipps Ii Revocable Trust Dated 05/17/2005 | Managing Member | Aug 2020 | A | 10% – 25% |
| Reinet Truman Llc | Owner | Apr 2021 | A | 5% – 10% |
| Truarc Partners Holdings, Llc | General Partner | Aug 2020 | A | Less than 5% |
| Bessemer Trust Company, N.A. | Trustee Of Ogden Phipps Ii Revocable Trust Dated 05/17/2005 | Jan 2006 | A | Less than 5% |
| Bessemer Group, Inc. | Shareholder | Jan 2006 | B | ≈ 0% – 5% via Bessemer Trust Company, N.A. |
| Reinet Spg Ltd | Owner | Apr 2021 | B | ≈ 3.75% – 10% via Reinet Truman Llc |
| Reinet Fund S.C.A. F.I.S. | Owner | Apr 2021 | B | ≈ 2.81% – 10% via Reinet Spg Ltd |
| Reinet Investments S.C.A. | Owner | Apr 2021 | B | ≈ 2.11% – 10% via Reinet Fund S.C.A. F.I.S. |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bessemer Group, Inc.: 75% – 100% of Bessemer Trust Company, N.A. × 0% – 5% direct ≈ 0% – 5% of the firm
- Reinet Spg Ltd: 75% – 100% of Reinet Truman Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Reinet Fund S.C.A. F.I.S.: 75% – 100% of Reinet Spg Ltd × 75% – 100% of Reinet Truman Llc × 5% – 10% direct ≈ 2.81% – 10% of the firm
- Reinet Investments S.C.A.: 75% – 100% of Reinet Fund S.C.A. F.I.S. × 75% – 100% of Reinet Spg Ltd × 75% – 100% of Reinet Truman Llc × 5% – 10% direct ≈ 2.11% – 10% 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 (10, $2.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Truarc Fund Iv, Lp | Private Equity Fund | $650M | $5.0M | 41 |
| Ai Fire Aggregator Llc | Other Private Fund | $385M | $0 | 13 |
| Truarc Fund Iv (Parallel), Lp | Private Equity Fund | $333M | $0 | 5 |
| Mdi Aggregator Lp | Other Private Fund | $231M | $0 | 21 |
| Lamark Aggregator Lp | Other Private Fund | $229M | $0 | 12 |
| Meyer Lab Aggregator Lp | Other Private Fund | $147M | $0 | 13 |
| Truarc Fund Iv Co Invest, Lp | Private Equity Fund | $61.8M | $0 | 1 |
| Watchtower Aggregator Lp | Other Private Fund | $60.6M | $0 | 2 |
| Truarc Structured Opportunities Fund, Lp | Private Equity Fund | $55.9M | $5.0M | 6 |
| Tci Aggregator Lp | Other Private Fund | $38.8M | $0 | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 3.78 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
- • Other fees
- • CONSULTING AND MONITORING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have 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: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗