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CRD 281109
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TRUE WIND CAPITAL II, L.P. | Private Equity Fund | $740M | Mar 27, 2024 | 78 | Mar 25, 2020 | reported | 021-363666 |
| TRUE WIND CAPITAL, L.P. | Private Equity Fund | $450M | Mar 27, 2024 | 73 | Sep 10, 2015 | reported | 021-244527 |
| TRUE WIND CAPITAL CONTINUATION, L.P. | Private Equity Fund | $248M | Mar 27, 2024 | 37 | Mar 28, 2023 | reported | 021-465656 |
| TRUE WIND CAPITAL II-A, L.P. | Private Equity Fund | $175M | Mar 27, 2024 | 10 | Mar 25, 2020 | reported | 021-363668 |
| TWC II ACD CO-INVEST, L.P. | Private Equity Fund | $55.8M | Mar 27, 2024 | 5 | Mar 31, 2021 | reported | 021-378971 |
| TWC EXPEDITION CO-INVEST, L.P. | Private Equity Fund | $47.1M | Mar 27, 2024 | 7 | Apr 25, 2018 | reported | 021-305338 |
| TWC II ECLIPSE CO-INVEST, L.P. | Private Equity Fund | $38.9M | Mar 27, 2024 | 8 | Mar 27, 2024 | reported | 021-478221 |
| TWC SHAMROCK CO-INVEST, LP | Private Equity Fund | $31.6M | Mar 27, 2024 | 5 | Mar 31, 2021 | reported | 021-366392 |
| TWC II STERLING CO-INVEST, L.P. | Private Equity Fund | $24.5M | Mar 27, 2024 | 2 | Mar 28, 2023 | reported | 021-433083 |
| TWC TRANSFLO CO-INVEST, L.P. | Private Equity Fund | $24.1M | Mar 27, 2024 | 4 | Jan 31, 2018 | reported | 021-299908 |
| TWC II LONESTAR CO-INVEST, L.P. | Private Equity Fund | $9.8M | Mar 27, 2024 | 2 | Mar 28, 2023 | reported | 021-444674 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAMS, RUFINA | CHIEF FINANCIAL OFFICER | Na | yes | 07/2017 | Jan 31, 2018 | Mar 27, 2024 |
| CLAMMER 2007 JOINT REVOCABLE TRUST | FAMILY INVESTMENT PARTNER | C | yes | 06/2016 | Mar 29, 2017 | Mar 27, 2024 |
| CLAMMER 2007 JOINT REVOCABLE TRUST | FAMILY INVESTMENT MEMBER | C | yes | 10/2018 | Mar 29, 2017 | Mar 27, 2024 |
| CLAMMER, ADAM, HERBERT | Trustee | F | yes | 04/2015 | Mar 28, 2016 | Mar 27, 2024 |
| CLAMMER, ADAM, HERBERT | LIMITED PARTNER & CO-CHIEF EXECUTIVE OFFICER | Na | yes | 04/2014 | Mar 28, 2016 | Mar 27, 2024 |
| CLAMMER, ADAM, HERBERT | Trustee | F | yes | 09/2007 | Mar 28, 2016 | Mar 27, 2024 |
| GREENE FAMILY TRUST DATED 12/27/95 | FAMILY INVESTMENT PARTNER | C | yes | 06/2016 | Mar 29, 2017 | Mar 27, 2024 |
| GREENE FAMILY TRUST DATED 12/27/95 | FAMILY INVESTMENT MEMBER | C | yes | 10/2018 | Mar 29, 2017 | Mar 27, 2024 |
| GREENE, JAMES, HARRISON | LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER | Na | yes | 09/2015 | Mar 28, 2016 | Mar 27, 2024 |
| GREENE, JAMES, HARRISON | Trustee | F | yes | 12/1995 | Mar 28, 2016 | Mar 27, 2024 |
| HARBIN, KATHERINE, GREGSON | Trustee | F | yes | 09/2007 | Mar 29, 2017 | Mar 27, 2024 |
| HARBIN, THOMAS, SHELOR | Trustee | F | yes | 04/2015 | Mar 29, 2017 | Mar 27, 2024 |
| JANETSCHEK, WILLIAM, JOSEPH | Trustee | F | yes | 01/2000 | Nov 21, 2018 | Mar 27, 2024 |
| KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | FAMILY INVESTMENT MEMBER | F | yes | 10/2018 | Mar 29, 2017 | Mar 27, 2024 |
| Kelly, Nima, Jacobs | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | Na | yes | 09/2021 | Oct 1, 2021 | Mar 27, 2024 |
| SCHUTT, CHARLES, PORTER | Trustee | F | yes | 04/2015 | Mar 29, 2017 | Mar 27, 2024 |
| THE GREENE 2000 FAMILY TRUST AGREEMENT | FAMILY INVESTMENT MEMBER | F | yes | 10/2018 | Nov 21, 2018 | Mar 27, 2024 |
| THE GREENE 2000 FAMILY TRUST AGREEMENT | FAMILY INVESTMENT PARTNER | B | yes | 10/2018 | Nov 21, 2018 | Mar 27, 2024 |
| TRUE WIND CAPITAL MANAGEMENT GP, LLC | GENERAL PARTNER | Na | yes | 10/2018 | Nov 21, 2018 | Mar 27, 2024 |
| KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | FAMILY INVESTMENT PARTNER | A | no | 06/2016 | Mar 29, 2017 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TRUE WIND CAPITAL CONTINUATION GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRUE WIND CAPITAL GP II, LLC | n/a | n/a | n/a | N | yes | n/a |
| TRUE WIND CAPITAL GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $2.1B | $2.1B | 28 | 17 | 0 | 12 | n/a |
| 2024 | Mar 27, 2025 | $2.2B | $2.2B | 26 | 19 | 0 | 12 | n/a |
| 2023 | Mar 27, 2024 | $1.8B | $1.8B | 23 | 15 | 0 | 11 | $1.8B |
| 2022 | Mar 28, 2023 | $1.9B | $1.9B | 23 | 16 | 0 | 10 | $1.9B |
| 2021 | Mar 30, 2022 | $1.8B | $1.8B | 20 | 15 | 0 | 7 | $1.8B |
| 2020 | Mar 31, 2021 | $1.6B | $1.6B | 21 | 15 | 0 | 7 | $1.6B |
| 2019 | Mar 25, 2020 | $837M | $837M | 20 | 15 | 0 | 5 | $837M |
| 2018 | Mar 18, 2019 | $762M | $762M | 15 | 12 | 0 | 3 | $762M |
| 2017 | Jan 31, 2018 | $654M | $654M | 15 | 10 | 0 | 2 | $654M |
| 2016 | Mar 29, 2017 | $558M | $558M | 10 | 7 | n/a | 1 | $558M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.1B | $2.2B | -6.1% | $1.9B | 2.6% | 28 | 26 | 0 | 0 |