RIA Intelligence

TRUE BEARING ASSET MANAGEMENT LP

CRD #133457 SEC #801-65196 SAN FRANCISCO, CA 415-658-8721
SEC Registered
Total AUM
$40.6M
Discretionary
$40.6M
Employees
5
Clients
--
Accounts
2

Firm Details

Organization Type
Other (specify) (LIMITED PARTNERSHIP)
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 7, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRUE BEARING HOLDINGS LLCDEGENERAL PARTNERNA
HELLER, KENNETHILIMITED PARTNER AND CHIEF COMPLIANCE OFFICERC Control
WONG, ANNABELLE, MEI-SHANILIMITED PARTNERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
HELLER, KENNETHITRUE BEARING HOLDINGS LLCD Control
WONG, ANNABELLE, MEI-SHANITRUE BEARING HOLDINGS LLCD Control

Registrations

Federal

IA
Dec 7, 2005 REGISTERED

Notice Filings (1)

CA

Address

601 MONTGOMERY STREET, SUITE 710
SAN FRANCISCO, CA 94111
USA
Phone: 415-658-8721