DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••••••••• C•••••• P•••••••
Asset manager (funds and pooled vehicles)Chapel Hill, North CarolinaCRD 155425SEC 801-71946websiteIAPD
Legal name T••••••••• C•••••• P••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Mar 27, 2012 · 26 filings
SEC status approved since Nov 16, 2010
RAUM
$11B
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
43
15 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
102
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$11B as of Apr 29, 2026
Mar 27, 2012$734M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 21, 20130 then
Employees (5.A)43 as of Apr 29, 2026
Mar 21, 201311 then
Private funds102 as of Apr 29, 2026
Mar 27, 201210 then
RAUM +17% over the last fiscal year+9.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $44.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 89%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$11B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 250reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
97 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••••• V• H•••••••• L•• | Private Equity Fund | $984M | 147 | Mar 30, 2020 |
| T••••••••• I• H•••••••• L•• | Private Equity Fund | $951M | 167 | Mar 30, 2020 |
| T••••••••• C•••••• P••••••• F••• V• L••• | Private Equity Fund | $708M | 137 | Mar 28, 2018 |
| T••••••••• F•••••• E•••••••• F••• I•• L••• | Private Equity Fund | $637M | 160 | Mar 28, 2016 |
| T••••••••• C•••••• P••••••• F••• V•• L••• | Private Equity Fund | $533M | 209 | Mar 30, 2020 |
| T••••••••• V•• H•••••••• L••• | Private Equity Fund | $489M | 350 | Mar 30, 2022 |
| T••••••••• F•••••• E•••••••• F••• I••• L••• | Private Equity Fund | $480M | 180 | Mar 31, 2014 |
| T••••••••• V• H•••••••• L•• | Private Equity Fund | $474M | 234 | Mar 30, 2020 |
| T••••••••• C•••••• P••••••• F••• V••• L••• | Private Equity Fund | $456M | 277 | Mar 30, 2022 |
| T••••••••• G••••• P•••••• I• L••• | Private Equity Fund | $398M | 104 | Mar 31, 2023 |
| T••••••••• C•••••• V•••••• P••••••• I•• L•• | Venture Capital Fund | $358M | 1 | Mar 30, 2022 |
| T••••••••• F•••••• E•••••••• F••• I•• L••• | Private Equity Fund | $343M | 152 | Mar 27, 2012 |
| T••••••••• F•••••• E•••••••• F••• I• ••••••••• L••• | Private Equity Fund | $312M | 2 | Mar 28, 2016 |
| T••••••••• S•••••• •••• L•• | Private Equity Fund | $285M | 161 | Mar 28, 2019 |
| T••••••••• D••••• F••• I•• L• | Venture Capital Fund | $281M | 62 | Mar 28, 2019 |
| C•• E•••••••• F••• I• C••••••••• L•• | Private Equity Fund | $266M | 34 | Mar 30, 2022 |
| T••••••••• F•••••• E•••••••• F••• I•• ••••••••• L••• | Private Equity Fund | $234M | 2 | Mar 31, 2014 |
| T••••••••• F•••••• E•••••••• F••• I• ••••••••• L••• | Private Equity Fund | $234M | 2 | Mar 27, 2012 |
| T••••••••• C•••••• P••••••• F••• V• ••••••••• L••• | Private Equity Fund | $217M | 2 | Mar 28, 2018 |
| T••••••••• C•••••• P••••••• F••• V•••• L••• | Private Equity Fund | $204M | 86 | Mar 29, 2024 |
| T••••••••• C•••••• P••••••• F••• V•• •••••••• L••• | Private Equity Fund | $198M | 71 | Mar 30, 2022 |
| T••••••••• S••• • M••••••• F••• I• L••• | Private Equity Fund | $191M | 29 | Mar 31, 2021 |
| T••••••••• S•••••• P•••••• ••• L•• | Private Equity Fund | $189M | 3 | Mar 30, 2022 |
| T••••••••• D••••• F••• I••• L••• | Venture Capital Fund | $185M | 135 | Mar 30, 2022 |
| T••••••••• C•••••• F••• L•• | Private Equity Fund | $178M | 2 | Mar 28, 2016 |
| T••••••••• S••• • M••••••• I•• L••• | Private Equity Fund | $176M | 15 | Mar 31, 2023 |
| T••••••••• S••••• H••••••• I• L•• | Private Equity Fund | $146M | 351 | Mar 31, 2021 |
| T••••••••• D••••• F•••• L• | Venture Capital Fund | $144M | 53 | Mar 28, 2016 |
| T••••••••• V••• H•••••••• L••• | Private Equity Fund | $127M | 151 | Mar 29, 2024 |
| T••••••••• C•••••• P••••••• F••• V••• •••••••• L••• | Private Equity Fund | $127M | 30 | Mar 29, 2024 |
| T••••••••• C•••••• P••••••• F••• V• ••••••••• L••• | Private Equity Fund | $120M | 2 | Mar 30, 2020 |
| T••••••••• C•••••• V•••••• P•••••••• L•• | Private Equity Fund | $119M | 2 | Mar 28, 2018 |
| T••••••••• S••••• F••• I• L••• | Private Equity Fund | $117M | 308 | Mar 31, 2021 |
| T••••••••• S••••• H••••••• I•• L••• | Private Equity Fund | $117M | 130 | Mar 31, 2023 |
| T••••••••• P•••••• V• O••••••••• L••• | Private Equity Fund | $115M | 1 | Mar 30, 2022 |
| S••• V••••••• • T••••••••• F••• I• L•••no longer reported | Venture Capital Fund | $113M | 7 | Mar 31, 2014 |
| T••••••••• C•••• S•••••• P••••••• L•• | Private Equity Fund | $113M | 149 | Mar 28, 2019 |
| T••••••••• C•••••• V•••••• P••••••• I•• L•• | Private Equity Fund | $110M | 2 | Mar 28, 2019 |
| T••••••••• S•••••• P•••••• ••••••• L•• | Private Equity Fund | $105M | 254 | Mar 30, 2020 |
| T••••••••• S••••••••• I• L••• | Private Equity Fund | $97.1M | 57 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- P•••••• E••••• A••••• · General Partnercontrolsince 10/2007 · owns less than 5%
- W•••••••• M••• A••••• · General Partnercontrolsince 10/2007 · owns less than 5%
- H•••• D••••••• W•• S••• · Chief Compliance Officer & Chief Financial Officersince 09/2017 · owns less than 5%
Entity owners
- P•• I••••••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- P•• H•••••••• I••• · Managing Memberindirect · owns 75% or more of P10 Intermediate Holdings LLC · public reporting company
- T••••••••• C•••••• P••••••• · Member Of Sozo Ventures Gp II, L.P.indirect · owns 25% to 50% of Member Of Sozo Ventures Gp II, L.P.
- T••••••••• C•••••• P••••••• · Member Of Sozo Ventures Gp I, L.P.indirect · owns 25% to 50% of Sozo Ventures Gp I, L.P.
Related persons
Schedule D 7.A
- A•• H••• C•••••• I• G•• L••pooled vehicle sponsorn
- Bonaccord Capital Partnersinvestment advisernRAUM $4.2B
- B•••••••• C•••••• C•••••• I• S•• R•••pooled vehicle sponsorn
- B•••••••• C•••••• C•••••• I•• L•pooled vehicle sponsorn
- B•••••••• C•••••• C••••••• L•pooled vehicle sponsorn
- C•••••• • E••••••• T•••••••• M••••••• L••pooled vehicle sponsorn
- C• P•••••• C•••••• G•• L••pooled vehicle sponsorn
- C• P•••••• C•••••• I• G•• L••pooled vehicle sponsorn
- C• P•••••• C•••••• I•• G•• L••pooled vehicle sponsorn
- C•• E•••••••• F••• I• C••••••••• G•• L••pooled vehicle sponsorn
- E••••••• C•••••• G••••• L••pooled vehicle sponsorn
- E••••••• C•••••• I••••• L••••••pooled vehicle sponsorn
- E••••••• C•••••• P•••••••• L••pooled vehicle sponsorn
- E••••••• C•••••• S••• M••••••••• L••pooled vehicle sponsorn
- E••••••• C•••••• F••••••• L••pooled vehicle sponsorn
- E••••••• P••••• R••• L••pooled vehicle sponsorn
- E••••••• S•••• B••••••• I••••••••• C•••••• G•• L••pooled vehicle sponsorn
- E••••••• S•••• B••••••• I••••••••• C•••••• I• G•• L••pooled vehicle sponsorn
- F••• P••••• A••••••• I••• L•pooled vehicle sponsorn
- F••• P••••• A••••••• I•• L•pooled vehicle sponsorn
- Five Points Capital LLCinvestment advisernRAUM $1.4B
- F••• P••••• E••••• A••••••• I•• L••pooled vehicle sponsorn
- F••• P••••• M••••••••• I••• L••pooled vehicle sponsorn
- F••• P••••• M••••••••• I•• L••pooled vehicle sponsorn
- F••• P••••• M•••••••• A••••••• I••• L••pooled vehicle sponsorn
- F•••••• E••••• A•••••••• L••pooled vehicle sponsorn
- F• C••••• S••• G• I•• L••pooled vehicle sponsorn
- H••• C•••••• A•••••••• L••investment advisern
- H••• C•••••• I• G•• L••pooled vehicle sponsorn
- H••• C•••••• I•• G•• L••pooled vehicle sponsorn
Advisers that list T••••••••• C•••••• P••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- large related person networkStatic outlier · filing Apr 29, 2026related persons on Schedule D 7.A of 147.0 against a peer median of 11.0 (492 comparable advisers, 99.0th percentile, 15.3 robust deviations)peers: asset managers, $5B to $20B (492) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 206 to 250Nov 10, 2025 to Mar 31, 2026
- Advisory employees · 14 to 15Nov 10, 2025 to Mar 31, 2026
- Pooled vehicle clients · 206 to 250Nov 10, 2025 to Mar 31, 2026
- Employees · 41 to 43Nov 10, 2025 to Mar 31, 2026
- Private funds · 95 to 102Nov 10, 2025 to Mar 31, 2026
- Discretionary RAUM · $8.5B to $10BNov 10, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.1B to $1.2BNov 10, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.6B to $11BNov 10, 2025 to Mar 31, 2026
- RAUM · $9.6B to $11BNov 10, 2025 to Mar 31, 2026
- Accounts · 196 to 206Mar 29, 2024 to Apr 28, 2025
- Advisory employees · 11 to 14Mar 29, 2024 to Apr 28, 2025
- Pooled vehicle clients · 196 to 206Mar 29, 2024 to Apr 28, 2025
- Employees · 38 to 41Mar 29, 2024 to Apr 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Apr 28, 2025
- Private funds · 90 to 95Mar 29, 2024 to Apr 28, 2025
- Discretionary RAUM · $7.4B to $8.5BMar 29, 2024 to Apr 28, 2025
- Non-discretionary RAUM · $931M to $1.1BMar 29, 2024 to Apr 28, 2025
- Pooled vehicle RAUM · $8.4B to $9.6BMar 29, 2024 to Apr 28, 2025
- RAUM · $8.4B to $9.6BMar 29, 2024 to Apr 28, 2025
- Accounts · 156 to 196Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 156 to 196Mar 31, 2023 to Mar 29, 2024
- Employees · 30 to 38Mar 31, 2023 to Mar 29, 2024
- Private funds · 82 to 90Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $7.7B to $7.4BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $946M to $931MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $8.6B to $8.4BMar 31, 2023 to Mar 29, 2024
- RAUM · $8.6B to $8.4BMar 31, 2023 to Mar 29, 2024
- Accounts · 105 to 156Aug 24, 2022 to Mar 31, 2023
- Pooled vehicle clients · 105 to 156Aug 24, 2022 to Mar 31, 2023
- Employees · 27 to 30Aug 24, 2022 to Mar 31, 2023
- Private funds · 71 to 82Aug 24, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.6B to $7.7BAug 24, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $804M to $946MAug 24, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $8.4B to $8.6BAug 24, 2022 to Mar 31, 2023
- RAUM · $8.4B to $8.6BAug 24, 2022 to Mar 31, 2023
- Accounts · 83 to 105Aug 2, 2022 to Aug 24, 2022
- Pooled vehicle clients · 83 to 105Aug 2, 2022 to Aug 24, 2022
- Discretionary RAUM · $4.4B to $7.6BAug 2, 2022 to Aug 24, 2022
- Non-discretionary RAUM · $632M to $804MAug 2, 2022 to Aug 24, 2022
- Pooled vehicle RAUM · $5.0B to $8.4BAug 2, 2022 to Aug 24, 2022
Signals
3 dated events
- Truebridge Capital Partners reported RAUM $8.4B, up 69% from $5.0B (2022-08-02 to 2022-08-24)Aug 24, 2022 · RAUM change · derived
- Truebridge Capital Partners reported RAUM $5.0B, up 40% from $3.6B (2021-03-31 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Truebridge Capital Partners reported RAUM $3.3B, up 47% from $2.2B (2018-03-28 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Truebridge Capital Partners · Independent Sponsorsshared crd · capital_provider
- Truebridge Capital Partners · Private Equityshared crd · organization
- Truebridge Capital Partners · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/truebridge-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- TRUEBRIDGECAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 919-442-5201reportedpublic record, Form ADV, Apr 29, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026