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
Truelink Capital Management, LLC
Latest filing Mar 31, 2026
First filing on the tape Oct 21, 2022 · 10 filings
SEC status approved since Nov 18, 2022
RAUM
$4.2B
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
24
22 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
13
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$4.2B as of Mar 31, 2026
Jan 24, 2023$122M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Jan 24, 20230 then
Employees (5.A)24 as of Mar 31, 2026
Jan 24, 20238 then
Private funds13 as of Mar 31, 2026
Jan 24, 20234 then
RAUM +137% over the last fiscal year+226% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $323MderivedRAUM 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
- +137%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
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$4.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 13reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Truelink-Vista, LP | Private Equity Fund | $153M | 3 | Jan 24, 2023 |
| Truelink Capital I, LP | Private Equity Fund | $144M | 4 | Jan 24, 2023 |
| Truelink Capital I-A, LP | Private Equity Fund | $119M | 3 | Jan 24, 2023 |
| Truelink Vista A, LP | Private Equity Fund | $73.1M | 8 | Jan 24, 2023 |
| Truelink-Fortify, LP | Private Equity Fund | $17.3M | 2 | Feb 22, 2024 |
| Truelink-Wayfinder, LP | Private Equity Fund | $14.9M | 4 | Feb 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- David Todd Golditch · Managing Partnercontrolsince 10/2022 · owns less than 5%
- Martin Luke Myers · Managing Partnercontrolsince 10/2022 · owns less than 5%
- Peter Schultz · Partnercontrolsince 05/2024 · owns less than 5%
- Lynn Kendra Sluty · Cco & Cfocontrolsince 10/2022 · owns less than 5%
- David Todd Golditch · Ownercontrolsince 10/2022 · owns 50% to 75% of Truelink Principal Holdings, L.P.
- David Todd Golditch · Ownercontrolsince 10/2022 · owns 50% to 75% of Truelink Capital, LLC
- Martin Luke Myers · Ownercontrolsince 10/2022 · owns 50% to 75% of Truelink Capital, LLC
- Martin Luke Myers · Ownercontrolsince 10/2022 · owns 50% to 75% of Truelink Principal Holdings, L.P.
Entity owners
- Truelink Capital, LLC · Ownerdirect · owns less than 5%
- Truelink Management Holdings, L.P. · Ownerdirect · owns 75% or more
- Truelink Capital, LLC · General Partnerindirect · owns F of Truelink Management Holdings, L.P.
- Truelink Principal Holdings, L.P. · Ownerindirect · owns 75% or more of Truelink Management Holdings, L.P.
Related persons
Schedule D 7.A
- Truelink Capital Gp I, L.P.pooled vehicle sponsorn
- Truelink Capital I Aiv-A Gp, L.P.pooled vehicle sponsorn
- Truelink-Vista Gp, L.L.C.pooled vehicle sponsorn
- Truelink-Wayfinder Gp LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 8.0 to 13.0 (+63.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1022 comparable advisers, 96.0th percentile of changes)peers: asset managers, $1B to $5B (1,022) · 96% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $1,767,627,704 to $4,197,667,227 (+137.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 96.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 13Mar 28, 2025 to Mar 31, 2026
- Advisory employees · 16 to 22Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 13Mar 28, 2025 to Mar 31, 2026
- Employees · 17 to 24Mar 28, 2025 to Mar 31, 2026
- Private funds · 8 to 13Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.8B to $4.2BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.8B to $4.2BMar 28, 2025 to Mar 31, 2026
- RAUM · $1.8B to $4.2BMar 28, 2025 to Mar 31, 2026
- Accounts · 6 to 8Jun 18, 2024 to Mar 28, 2025
- Advisory employees · 10 to 16Jun 18, 2024 to Mar 28, 2025
- Employees · 11 to 17Jun 18, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jun 18, 2024 to Mar 28, 2025
- Private funds · 6 to 8Jun 18, 2024 to Mar 28, 2025
- Discretionary RAUM · $528M to $1.8BJun 18, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $528M to $1.8BJun 18, 2024 to Mar 28, 2025
- RAUM · $528M to $1.8BJun 18, 2024 to Mar 28, 2025
- Accounts · 4 to 6Dec 4, 2023 to Feb 22, 2024
- Advisory employees · 7 to 10Dec 4, 2023 to Feb 22, 2024
- Pooled vehicle clients · 4 to 6Dec 4, 2023 to Feb 22, 2024
- Employees · 8 to 11Dec 4, 2023 to Feb 22, 2024
- Private funds · 4 to 6Dec 4, 2023 to Feb 22, 2024
- Discretionary RAUM · $174M to $528MDec 4, 2023 to Feb 22, 2024
- Pooled vehicle RAUM · $174M to $528MDec 4, 2023 to Feb 22, 2024
- RAUM · $174M to $528MDec 4, 2023 to Feb 22, 2024
- HQ city · unset to LOS ANGELESFeb 14, 2023 to Apr 25, 2023
- HQ state · unset to CAFeb 14, 2023 to Apr 25, 2023
- Discretionary RAUM · $122M to $174MJan 24, 2023 to Feb 14, 2023
- Pooled vehicle RAUM · $122M to $174MJan 24, 2023 to Feb 14, 2023
- RAUM · $122M to $174MJan 24, 2023 to Feb 14, 2023
- Accounts · unset to 4.0Oct 21, 2022 to Jan 24, 2023
- Advisory employees · 3 to 7Oct 21, 2022 to Jan 24, 2023
- Pooled vehicle clients · 0 to 4Oct 21, 2022 to Jan 24, 2023
- Private funds · unset to 4Oct 21, 2022 to Jan 24, 2023
- Discretionary RAUM · unset to 121600000.0Oct 21, 2022 to Jan 24, 2023
- Non-discretionary RAUM · unset to 0.0Oct 21, 2022 to Jan 24, 2023
- Pooled vehicle RAUM · unset to 121600000.0Oct 21, 2022 to Jan 24, 2023
- RAUM · unset to 121600000.0Oct 21, 2022 to Jan 24, 2023
Signals
6 dated events
- Truelink Capital Management, Llc reported RAUM $4.2B, up 137% from $1.8B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Truelink Capital Management, Llc reported RAUM $1.8B, up 235% from $528.3M (2024-06-18 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Jeffrey Adam Rimmer (Partner) no longer on Schedule A of Truelink Capital Management, Llc (listed 2024-04-09, absent 2024-06-18)Jun 18, 2024 · Control person left · inference
- Peter Schultz (Partner) appeared on Schedule A of Truelink Capital Management, LlcJun 18, 2024 · Control person joined · fact
- Truelink Capital Management, Llc reported RAUM $528.3M, up 204% from $173.6M (2023-12-04 to 2024-02-22)Feb 22, 2024 · RAUM change · derived
- Truelink Capital Management, Llc filed its initial SEC registration (Form ADV)Oct 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Truelink Capital Management, LLC · Independent Sponsorsshared crd · capital_provider
- Truelink Capital Management, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/truelink-capital/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- truelinkcap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 310-736-5853reportedpublic record, Form ADV, Mar 31, 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