Overview
Assets Under Management: $3.8 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $162.7 million
Frequently Asked Questions
TRUVVO PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143108), TRUVVO PARTNERS LLC is subject to fiduciary duty under federal law.
TRUVVO PARTNERS LLC is headquartered in NEW YORK, NY.
TRUVVO PARTNERS LLC serves 15 high-net-worth clients according to their SEC filing dated May 12, 2023. View client details ↓
According to their SEC Form ADV, TRUVVO PARTNERS LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
TRUVVO PARTNERS LLC manages $3.8 billion in client assets according to their SEC filing dated May 12, 2023.
According to their SEC Form ADV, TRUVVO PARTNERS LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.20%
Average Client Assets: $162.7 million
Total Client Accounts: 41
Discretionary Accounts: 25
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 143108
Filing ID: 1761880
Last Filing Date: 2023-05-12 14:41:00