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.
SEC-registered adviser
Truehelm, LLC
Latest filing Aug 3, 2026
First filing on the tape Jun 30, 2014 · 16 filings
SEC status approved since Aug 12, 2014
RAUM
$1.3B
reported, Item 5.F
Discretionary
100%
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
18
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
19
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$1.3B as of Aug 3, 2026
Mar 27, 2015$217M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Mar 27, 20150 then
Employees (5.A)18 as of Aug 3, 2026
Mar 27, 201512 then
Private funds19 as of Aug 3, 2026
Mar 27, 20157 then
RAUM +5.3% over the last fiscal year+8.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 3, 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
- $67.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%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
- +5.3%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
- $1.3B, 19 clientsreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 19 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
43 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Ttcp Fund II, LP | Private Equity Fund | $438M | 38 | Mar 29, 2019 |
| Ttcp Fund III, LP | Private Equity Fund | $164M | 37 | Mar 30, 2023 |
| Ttcp Fund I L.P. | Private Equity Fund | $106M | 36 | Feb 15, 2013 |
| Ttcp Executive Fund - Bio, LLC | Private Equity Fund | $84.3M | 71 | Mar 30, 2020 |
| Ttcp Executive Fund - Grx, LLCno longer reported | Private Equity Fund | $68.3M | 59 | Mar 30, 2016 |
| Ttcp Rcm Fund, LP | Private Equity Fund | $58.4M | 8 | Mar 30, 2020 |
| Ttcp Rcm Fund II, LP | Private Equity Fund | $21.9M | 42 | Mar 30, 2023 |
| Ttcp Executive Fund - Par, LLC | Private Equity Fund | $21.7M | 64 | Mar 30, 2020 |
| Ttcp Participation Fund II, LP | Private Equity Fund | $20.1M | 46 | Mar 30, 2020 |
| Ttcp Executive Fund - Rcm, LLC | Private Equity Fund | $18.9M | 80 | Mar 30, 2020 |
| Ttcp Executive Fund - Hcomp, LLC | Private Equity Fund | $11.9M | 72 | Mar 31, 2022 |
| Ttcp Executive Fund - Cah, LLC | Private Equity Fund | $9.6M | 84 | Mar 30, 2020 |
| Ttcp Executive Fund - Fhp, LLC | Private Equity Fund | $8.4M | 95 | Mar 31, 2022 |
| Ttcp Executive Fund - Od, LLC | Private Equity Fund | $8.1M | 93 | Mar 31, 2022 |
| Ttcp Executive Fund Viii, LLC | Private Equity Fund | $7.5M | 51 | Mar 27, 2015 |
| Ttcp Executive Fund - Dxc, LLC | Private Equity Fund | $7.1M | 78 | Mar 31, 2022 |
| Ttcp Executive Fund - Mm, LLC | Private Equity Fund | $7.1M | 81 | Mar 31, 2022 |
| Ttcp Executive Fund - Ec, LLC | Private Equity Fund | $6.7M | 96 | Mar 31, 2022 |
| Ttcp Executive Fund - Is, LLC | Private Equity Fund | $6.6M | 95 | Mar 31, 2022 |
| Ttcp Executive Fund - Lm, LLCno longer reported | Private Equity Fund | $6.4M | 61 | Mar 31, 2017 |
| Ttcp Executive Fund - Bhb, LLCno longer reported | Private Equity Fund | $6.3M | 96 | Mar 30, 2020 |
| Ttcp Executive Fund - Ps, LLC | Private Equity Fund | $5.9M | 93 | Mar 31, 2022 |
| Ttcp Executive Fund - Pp, LLC | Private Equity Fund | $5.6M | 68 | Mar 31, 2021 |
| Ttcp Executive Fund - Healthx, LLCno longer reported | Private Equity Fund | $5.1M | 56 | Mar 29, 2018 |
| Ttcp Executive Fund - San, LLC | Private Equity Fund | $4.8M | 58 | Mar 30, 2020 |
| Ttcp Executive Fund - Ts, LLC | Private Equity Fund | $4.3M | 67 | Mar 29, 2018 |
| Ttcp Executive Fund - Onedigital, LLCno longer reported | Private Equity Fund | $3.8M | 72 | Mar 29, 2018 |
| Ttcp Executive Fund Vi, LLC | Private Equity Fund | $3.7M | 36 | Mar 31, 2014 |
| Ttcp Executive Fund - Rx, LLC | Private Equity Fund | $3.1M | 36 | Mar 29, 2019 |
| Ttcp Executive Fund - Imo, LLCno longer reported | Private Equity Fund | $2.9M | 57 | Mar 31, 2017 |
| Ttcp Executive Fund - Mede, LLC | Private Equity Fund | $2.4M | 83 | Mar 31, 2021 |
| Ttcp Executive Fund - Amp, LLC | Private Equity Fund | $1.4M | 29 | Mar 31, 2022 |
| Ttcp Executive Fund - Probo, LLCno longer reported | Private Equity Fund | $1.3M | 43 | Mar 29, 2019 |
| Ttcp Executive Fund - Ss, LLCno longer reported | Private Equity Fund | $738,899 | 58 | Mar 29, 2018 |
| Ttcp Executive Fund V, LLCno longer reported | Private Equity Fund | $206,518 | 31 | Mar 31, 2014 |
| Ttcp Executive Fund Vs, LLCno longer reported | Private Equity Fund | $133,594 | 36 | Mar 30, 2016 |
| Ttcp Executive Fund Vii, LLCno longer reported | Private Equity Fund | $57,480 | 45 | Mar 27, 2015 |
| Ttcp Executive Fund - Ca, LLC | Private Equity Fund | $57,014 | 65 | Mar 29, 2019 |
| Ttcp Executive Fund - Conversa, LLCno longer reported | Private Equity Fund | $43,250 | 33 | Mar 29, 2018 |
| Tripletree Equity Fund III, LLCno longer reported | Private Equity Fund | $39,004 | 12 | Feb 15, 2013 |
Owners and control persons
Schedule A and B, latest filing
- Raymond Kevin Green · Partnercontrolsince 07/2020 · owns less than 5%
- Marie Dawn Owens · Chief Executive Officercontrolsince 12/2014 · owns less than 5%
- Raymond Kevin Green · Managing Membercontrolsince 07/2009 · owns 50% to 75% of Ttcp Holdings, LLC
- Anthony David Henderson · Managing Membercontrolsince 07/2009 · owns F of Ttcp Holdings, LLC
- Marie Dawn Owens · Managing Membercontrolsince 12/2014 · owns 50% to 75% of Ttcp Holdings, LLC
- J Susan Haedt · Chief Financial Officersince 04/2019 · owns less than 5%
- Matthew David Hill · Chief Compliance Officersince 12/2019 · owns less than 5%
Entity owners
- Ttcp Holdings, LLC · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- Tt Capital Partners II, LPpooled vehicle sponsorn
- Tt Capital Partners III, L.P.pooled vehicle sponsorn
- Tt Capital Partners Rcm II, LPpooled vehicle sponsorn
- Tt Capital Partners Rcm, LPpooled vehicle sponsorn
- Tt Capital Partners, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Amp, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Bio, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Cah, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Dxc, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Ec, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Hcomp, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Is, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Mede, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Mm, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Od, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Par, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Pp, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Ps, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Rcm, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Rx, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - San, LLCpooled vehicle sponsorn
- Ttcp Executive Partners - Ts, LLCpooled vehicle sponsorn
- Ttcp Executive Partners Vi, LLCpooled vehicle sponsorn
- Ttcp Executive Partners Viii, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Business name · TTCP MANAGEMENT SERVICES, LLC to TRUEHELM, LLCMar 30, 2026 to Aug 3, 2026
- Legal name · TTCP MANAGEMENT SERVICES, LLC to TRUEHELM, LLCMar 30, 2026 to Aug 3, 2026
- Accounts · 22 to 19Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 22 to 19Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $1.2B to $1.3BMar 31, 2025 to Mar 30, 2026
- Employees · 19 to 18Mar 31, 2025 to Mar 30, 2026
- Private funds · 22 to 19Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.2B to $1.3BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.2B to $1.3BMar 31, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.3BMar 31, 2025 to Mar 30, 2026
- Accounts · 24 to 22Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 24 to 22Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $1.0B to $1.2BMar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 25 to 22Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.0B to $1.2BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.0B to $1.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.0B to $1.2BMar 29, 2024 to Mar 31, 2025
- Accounts · 28 to 24Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 4 to 5Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 28 to 24Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $997M to $1.0BMar 30, 2023 to Mar 29, 2024
- Employees · 20 to 19Mar 30, 2023 to Mar 29, 2024
- Private funds · 28 to 25Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $997M to $1.0BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $997M to $1.0BMar 30, 2023 to Mar 29, 2024
- RAUM · $997M to $1.0BMar 30, 2023 to Mar 29, 2024
- Accounts · 32 to 28Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 15 to 4Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 32 to 28Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $762M to $997MMar 31, 2022 to Mar 30, 2023
- Employees · 21 to 20Mar 31, 2022 to Mar 30, 2023
- Private funds · 32 to 28Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $762M to $997MMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $762M to $997MMar 31, 2022 to Mar 30, 2023
- RAUM · $762M to $997MMar 31, 2022 to Mar 30, 2023
- Accounts · 28 to 32Jan 3, 2022 to Mar 31, 2022
- Advisory employees · 13 to 15Jan 3, 2022 to Mar 31, 2022
- BD registered reps · 2 to 0Jan 3, 2022 to Mar 31, 2022
- Pooled vehicle clients · 28 to 32Jan 3, 2022 to Mar 31, 2022
Signals
5 dated events
- Truehelm, Llc reported RAUM $997.3M, up 31% from $761.5M (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Truehelm, Llc reported RAUM $590.2M, up 64% from $359.4M (2018-03-29 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- J Susan Haedt (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of Truehelm, LlcMar 29, 2019 · Control person joined · fact
- Marie Dawn Owens (President) appeared on Schedule A of Truehelm, LlcMar 29, 2019 · Control person joined · fact
- Ttcp Management Services, Llc filed its initial SEC registration (Form ADV)Jun 30, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Ttcp Management Services, LLC · Independent Sponsorsshared crd · capital_provider
- Ttcp Management Services, LLC · Private Equityshared crd · organization
- Ttcp Management Services, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/truehelm-pereportedpublic record, Form ADV, Sep 17, 2026
- Website
- truehelm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 952-540-4500reportedpublic record, Form ADV, Aug 3, 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