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True Wind Capital Management, L.P.

Private Equity

San Francisco, CA

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Search this name across graphsid dfx:pe:6a3a6825-8058-463e-bdcc-422dc0f5025e

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 19, 2026, 1:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 73
Dated events: 33
On other graphs: 2
Observed: Sep 13, 2026 to Sep 16, 2026
33 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

True Wind Capital Management, L.P.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

TRUE WIND CAPITAL MANAGEMENT, L.P.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 11
PE funds: 11
Vintages: 2018 to 2024
PE GAV, 2024 filing: $1.8Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.8B
Investments: 18
Active investments: 2
Size band: MIDDLE MARKETderivedproxy: $1.84bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Stated sectors: technology
Latest ADV filing: Mar 27, 2024
Employees (ADV): 23
Website: truewind.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
TWC II Eclipse Co-Invest, L.P.	2024	Unknown	Private Equity Fund	n/a	$38.9M
TWC II Sterling Co-Invest, L.P.	2023	Unknown	Private Equity Fund	n/a	$24.5M
True Wind Capital Continuation, L.P.	2023	Early deployment	Private Equity Fund	n/a	$248M
TWC II Lonestar Co-Invest, L.P.	2023	Early deployment	Private Equity Fund	n/a	$9.8M
TWC Shamrock Co-Invest, LP	2021	Active deployment	Private Equity Fund	n/a	$31.6M
TWC II Acd Co-Invest, L.P.	2021	Active deployment	Private Equity Fund	n/a	$55.8M
True Wind Capital II, L.P.	2020	Mature	Private Equity Fund	n/a	$740M
True Wind Capital Ii-A, L.P.	2020	Mature	Private Equity Fund	n/a	$175M
TWC Expedition Co-Invest, L.P.	2018	Harvest	Private Equity Fund	n/a	$47.1M
TWC Transflo Co-Invest, L.P.	2018	Harvest	Private Equity Fund	n/a	$24.1M
True Wind Capital, L.P.	n/a	Harvest	Private Equity Fund	n/a	$450M

Investments

Company	State	Role	Control	Invested	Exited	Status
Ultimate Knowledge Institute	n/a	unknown	unknown	Jan 21, 2026	n/a	active
Ultimate Knowledge Institute	n/a	unknown	unknown	Jan 21, 2026	n/a	active
AIA Contract Documents	n/a	unknown	unknown	n/a	n/a	unknown
Dcm Services	n/a	unknown	unknown	n/a	n/a	unknown
Envoy	n/a	unknown	unknown	n/a	n/a	unknown
Leadventure	n/a	unknown	unknown	n/a	n/a	unknown
Merative	n/a	unknown	unknown	n/a	n/a	unknown
Open Lending	n/a	unknown	unknown	n/a	n/a	unknown
Rover	n/a	unknown	unknown	n/a	n/a	unknown
Sterling	n/a	unknown	unknown	n/a	n/a	unknown
Suncorporation	n/a	unknown	unknown	n/a	n/a	unknown
The Switch	n/a	unknown	unknown	n/a	n/a	exited
Transflo	n/a	unknown	unknown	n/a	n/a	unknown
A leading cybersecurity workforce readiness solutions provider.	n/a	unknown	unknown	n/a	n/a	unknown
Viking Cloud	n/a	unknown	unknown	n/a	n/a	unknown
Vitaledge	n/a	unknown	unknown	n/a	n/a	unknown
W Energy Software	n/a	unknown	unknown	n/a	n/a	unknown
Zix	n/a	unknown	unknown	n/a	n/a	exited

Relationships

Invested in (17)

→ Ultimate Knowledge InstituteCompanyunknown
Jan 21, 2026 to presentfactNews and newswire
→ SterlingCompanyunknown
factThe subject's own site
→ The SwitchCompanyunknown
factThe subject's own site
→ TransfloCompanyunknown
factThe subject's own site
→ A leading cybersecurity workforce readiness solutions provider.Companyunknown
factThe subject's own site
→ Viking CloudCompanyunknown
factThe subject's own site
→ VitaledgeCompanyunknown
factThe subject's own site
→ W Energy SoftwareCompanyunknown
factThe subject's own site
→ ZixCompanyunknown
factThe subject's own site
→ AIA Contract DocumentsCompanyunknown
factThe subject's own site
→ Dcm ServicesCompanyunknown
factThe subject's own site
→ EnvoyCompanyunknown
factThe subject's own site
→ LeadventureCompanyunknown
factThe subject's own site
→ MerativeCompanyunknown
factThe subject's own site
→ Open LendingCompanyunknown
factThe subject's own site
→ RoverCompanyunknown
factThe subject's own site
→ SuncorporationCompanyunknown
factThe subject's own site

Employs (36)

→ Andy JangPersonPartner
factNews and newswire, The subject's own site
→ Taemin ParkPersonSenior Associate
factThe subject's own site
→ Alex TerwilligerPersonExecutive Assistant
factThe subject's own site
→ Matt ValazzaPersonOperating Advisor
factThe subject's own site
→ Noah WallacePersonSenior Associate
factThe subject's own site
→ Adam Herbert ClammerPersonTrustee
Apr 1, 2015 to presentfactForm ADV, The subject's own site
→ Jamie GreenePersonChair
factThe subject's own site
→ Alyssa AustinPersonVice President
factThe subject's own site
→ Olivia BanisterPersonAnalyst
factThe subject's own site
→ Sara BockeyPersonLegal and Operations Manager
factThe subject's own site
→ Sam BradleyPersonVice President
factThe subject's own site
→ Emily M. BrakebillPersonPartner, Head of IR
factThe subject's own site
→ Heather ChriscoPersonSr. Executive Assistant to the Founders
factThe subject's own site
→ Nick ClearwaterPersonVice President
factThe subject's own site
→ Flint CraigPersonAssociate
factThe subject's own site
→ Mike CrestPersonOperating Executive
factThe subject's own site
→ Glen EssakowPersonOperating Advisor
factThe subject's own site
→ Sean GiesePersonPartner
factThe subject's own site
→ Tom HeggePersonManaging Director
factThe subject's own site
→ David HirschPersonPartner
factThe subject's own site
→ Calder HorsleyPersonAnalyst
factThe subject's own site
→ Catherine HuPersonController
factThe subject's own site
→ Phil JamesPersonVice President
factThe subject's own site
→ Nima Jacobs KellyPersonChief Compliance Officer And Chief Operating Officer
Sep 1, 2021 to presentfactForm ADV, The subject's own site
→ Jordan Mathias, CPAPersonSenior Fund Accountant
factThe subject's own site
→ Elliot KimPersonAssociate
factThe subject's own site
→ Erin LavellePersonChief Financial Officer
factThe subject's own site
→ Grady OlsonPersonSenior Associate
factThe subject's own site
→ William Joseph JanetschekPersonTrustee
Jan 1, 2000 to presentfactForm ADV
→ James Harrison GreenePersonTrustee
Dec 1, 1995 to presentfactForm ADV
and 6 more

Manages (11)

→ TWC II Eclipse Co-Invest, L.P.FundPrivate Equity Fund
Mar 27, 2024 to presentfactForm ADV
→ TWC II Sterling Co-Invest, L.P.FundPrivate Equity Fund
Mar 28, 2023 to presentfactForm ADV
→ TWC II Lonestar Co-Invest, L.P.FundPrivate Equity Fund
Mar 28, 2023 to presentfactForm ADV
→ True Wind Capital, L.P.FundPrivate Equity Fund
Sep 10, 2015 to presentfactForm ADV
→ TWC Transflo Co-Invest, L.P.FundPrivate Equity Fund
Jan 31, 2018 to presentfactForm ADV
→ TWC Expedition Co-Invest, L.P.FundPrivate Equity Fund
Apr 25, 2018 to presentfactForm ADV
→ True Wind Capital II, L.P.FundPrivate Equity Fund
Mar 25, 2020 to presentfactForm ADV
→ True Wind Capital Ii-A, L.P.FundPrivate Equity Fund
Mar 25, 2020 to presentfactForm ADV
→ TWC Shamrock Co-Invest, LPFundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ TWC II Acd Co-Invest, L.P.FundPrivate Equity Fund
Mar 31, 2021 to presentfactForm ADV
→ True Wind Capital Continuation, L.P.FundPrivate Equity Fund
Mar 28, 2023 to presentfactForm ADV

Owns (5)

← Katherine Gregson Harbin Clammer Delaware TrustFirmFamily Investment Member
Oct 1, 2018 to presentfactForm ADV
← Greene Family Trust Dated 12/27/95FirmFamily Investment Member
Oct 1, 2018 to presentfactForm ADV
← Clammer 2007 Joint Revocable TrustFirmFamily Investment Member
Oct 1, 2018 to presentfactForm ADV
← The Greene 2000 Family Trust AgreementFirmFamily Investment Member
Oct 1, 2018 to presentfactForm ADV
← True Wind Capital Management GP, LLCFirmGeneral Partner
Oct 1, 2018 to presentfactForm ADV

Dated events

13 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 21, 2026
Firm news
True Wind Capital Announces Growth Investment in the Ultimate Knowledge Institute
The subject's own siteobserved 3 days ago
Occurred
Jan 21, 2026
Growth investment
True Wind Capital Announces Growth Investment in the Ultimate Knowledge Institute
Ultimate Knowledge Institute News and newswireobserved 2 days ago
Occurred
Jan 21, 2026
Growth investment
True Wind Capital Announces Growth Investment in the Ultimate Knowledge Institute
Ultimate Knowledge Institute News and newswireobserved 2 days ago
Occurred
Jan 21, 2026
Transaction announced
True Wind Capital Announces Growth Investment in the Ultimate Knowledge Institute
News and newswireobserved 2 days ago
Occurred
Jan 21, 2026
Transaction announced
True Wind Capital Announces Growth Investment in the Ultimate Knowledge Institute
News and newswireobserved 2 days ago
Occurred
Oct 6, 2025
Firm news
True Wind Capital Realizes Investment in Sterling Brokers
The subject's own siteobserved 3 days ago
Occurred
Jul 8, 2025
Firm news
True Wind Completes Sale of AIA Contract Documents to Welsh, Carson, Anderson & Stowe
The subject's own siteobserved 3 days ago
Occurred
Mar 17, 2025
Firm news
Aldaron Partners and True Wind Capital Complete Acquisition of DCM Services
The subject's own siteobserved 3 days ago
Occurred
Mar 4, 2024
Firm news
True Wind Capital Hires Emily M. Brakebill as Partner, Head of Investor Relations
The subject's own siteobserved 3 days ago
Occurred
Mar 28, 2023
Person left
Marritje Vanarsdale Greene (Trustee) no longer on Schedule A of True Wind Capital Management, L.P.
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Person left
Michael William Michelson (Trustee) no longer on Schedule A of True Wind Capital Management, L.P.
Form ADVobserved 5 days ago
Occurred
Sep 1, 2021
Person joined
Nima Jacobs Kelly joined Schedule A of True Wind Capital Management, L.P. as Chief Compliance Officer And Chief Operating Officer
Form ADVobserved 5 days ago
Occurred
Jul 1, 2017
Person joined
Rufina Adams joined Schedule A of True Wind Capital Management, L.P. as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Sep 10, 2015
Adviser first adv filing
True Wind Capital Management, L.P. first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2015
Person joined
Thomas Shelor Harbin joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago
Occurred
Apr 1, 2015
Person joined
Charles Porter Schutt joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago
Occurred
Sep 1, 2007
Person joined
Katherine G Harbin joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago
Occurred
Jan 1, 2000
Person joined
Michael William Michelson joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago
Occurred
Jan 1, 2000
Person joined
William Joseph Janetschek joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago
Occurred
Dec 1, 1995
Person joined
Marritje Vanarsdale Greene joined Schedule A of True Wind Capital Management, L.P. as Trustee
Form ADVobserved 5 days ago

Show 13 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
Cellebrite Appoints Michael D. Capellas to Board of Directors as Lead Independent Director
Occurred
Mar 30, 2026
True Wind Capital Management, L.P.: Private Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
Occurred
Mar 27, 2024
TWC II Eclipse Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $38,940,370
Occurred
Mar 28, 2023
TWC II Lonestar Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $9,784,368
Occurred
Mar 28, 2023
TWC II Sterling Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $25,360,828
Occurred
Mar 28, 2023
True Wind Capital Continuation, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $193,350,000
Occurred
Mar 31, 2021
TWC II Acd Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $30,306,915
Occurred
Mar 31, 2021
TWC Shamrock Co-Invest, LP first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $23,504,274
Occurred
Mar 25, 2020
True Wind Capital Ii-A, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund)
Occurred
Mar 25, 2020
True Wind Capital II, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund)
Occurred
Apr 25, 2018
TWC Expedition Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $42,000,000
Occurred
Jan 31, 2018
TWC Transflo Co-Invest, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $31,000,000
Occurred
Sep 10, 2015
True Wind Capital, L.P. first reported on Form ADV by True Wind Capital Management, L.P. (Private Equity Fund), GAV $124,650,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Andy Jang
Partner · Revealable: 1 professional profile (firm website)
Taemin Park
Senior Associate · Revealable: 1 professional profile (firm website)
Alex Terwilliger
Executive Assistant · Revealable: 1 professional profile (firm website)
Matt Valazza
Operating Advisor · Revealable: 1 professional profile (firm website)
Noah Wallace
Senior Associate · Revealable: 1 professional profile (firm website)
Adam Herbert Clammer
Trustee · Revealable: 1 professional profile (firm website)
Jamie Greene
Chair · Revealable: 1 professional profile (firm website)
Alyssa Austin
Vice President · Revealable: 1 professional profile (firm website)
Olivia Banister
Analyst · Revealable: 1 professional profile (firm website)
Sara Bockey
Legal and Operations Manager · Revealable: 1 professional profile (firm website)
Sam Bradley
Vice President · Revealable: 1 professional profile (firm website)
Emily M. Brakebill
Partner, Head of IR · Revealable: 1 professional profile (firm website)
Heather Chrisco
Sr. Executive Assistant to the Founders · Revealable: 1 professional profile (firm website)
Nick Clearwater
Vice President · Revealable: 1 professional profile (firm website)
Flint Craig
Associate · Revealable: 1 professional profile (firm website)
Mike Crest
Operating Executive · Revealable: 1 professional profile (firm website)
Glen Essakow
Operating Advisor · Revealable: 1 professional profile (firm website)
Sean Giese
Partner · Revealable: 1 professional profile (firm website)
Tom Hegge
Managing Director · Revealable: 1 professional profile (firm website)
David Hirsch
Partner · Revealable: 1 professional profile (firm website)
Calder Horsley
Analyst · Revealable: 1 professional profile (firm website)
Catherine Hu
Controller · Revealable: 1 professional profile (firm website)
Phil James
Vice President · Revealable: 1 professional profile (firm website)
Nima Jacobs Kelly
Chief Compliance Officer And Chief Operating Officer · Revealable: 1 professional profile (firm website)
Jordan Mathias, CPA
Senior Fund Accountant · Revealable: 1 professional profile (firm website)
Elliot Kim
Associate · Revealable: 1 professional profile (firm website)
Erin Lavelle
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Grady Olson
Senior Associate · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): William Joseph Janetschek (Trustee), James Harrison Greene (Trustee), Charles Porter Schutt (Trustee), Thomas Shelor Harbin (Trustee), Katherine G Harbin (Trustee), Rufina Adams (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:6a3a6825-8058-463e-bdcc-422dc0f5025e
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.