TRUVESTMENTS CAPITAL LLC
CRD #291297 SEC #801-112243 SARASOTA, FL 941-753-3814
SEC Registered Private Funds
Total AUM
$601.2M
Discretionary
$586.7M
Employees
16
Clients
1
Accounts
2,712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $601.2M | $586.7M | $14.6M | 16 | 0 |
| Mar 2025 | $601.2M | $586.7M | $14.6M | 16 | 0 |
| Dec 2024 | $362.7M | $288.2M | $74.4M | 14 | 0 |
| Oct 2024 | $362.7M | $288.2M | $74.4M | 14 | 0 |
| Oct 2024 | $362.7M | $288.2M | $74.4M | 14 | 0 |
| Jul 2024 | $362.7M | $288.2M | $74.4M | 12 | 0 |
| Feb 2024 | $362.7M | $288.2M | $74.4M | 12 | 0 |
| Jan 2024 | $265.9M | $212.4M | $53.5M | 10 | 0 |
| Feb 2023 | $265.9M | $212.4M | $53.5M | 10 | 0 |
| Oct 2022 | $282.7M | $254.5M | $28.2M | 10 | 0 |
| May 2022 | $282.7M | $254.5M | $28.2M | 9 | 0 |
| Mar 2022 | $282.7M | $254.5M | $28.2M | 9 | 0 |
| May 2021 | $192.8M | $167.7M | $25.1M | 8 | 0 |
| Mar 2021 | $192.8M | $167.7M | $25.1M | 8 | 0 |
| Dec 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Nov 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Oct 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Oct 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Jul 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Jun 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Mar 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Mar 2020 | $252.4M | $233.2M | $19.2M | 8 | 0 |
| Dec 2019 | $266.3M | $247.3M | $19M | 8 | 0 |
| Jul 2019 | $266.3M | $247.3M | $19M | 8 | 0 |
| Mar 2019 | $266.3M | $247.3M | $19M | 8 | 0 |
| Dec 2018 | $260M | $241M | $19M | 9 | 0 |
| Sep 2018 | $260M | $241M | $19M | 9 | 0 |
| Aug 2018 | $260M | $241M | $19M | 9 | 0 |
| Jun 2018 | $131M | $115M | $16M | 9 | 285 |
| Jun 2018 | $131M | $115M | $16M | 9 | 285 |
| Apr 2018 | $131M | $115M | $16M | 9 | 285 |
| Jan 2018 | $131M | $115M | $16M | 8 | 285 |
| Dec 2017 | $131M | $115M | $16M | 8 | 285 |
| Dec 2017 | $131M | $115M | $16M | 8 | 285 |
| Dec 2017 | $131M | $115M | $16M | 8 | 285 |
DateSep 2025
Total AUM$601.2M
Discretionary$586.7M
Non-Disc.$14.6M
Employees16
Clients0
DateMar 2025
Total AUM$601.2M
Discretionary$586.7M
Non-Disc.$14.6M
Employees16
Clients0
DateDec 2024
Total AUM$362.7M
Discretionary$288.2M
Non-Disc.$74.4M
Employees14
Clients0
DateOct 2024
Total AUM$362.7M
Discretionary$288.2M
Non-Disc.$74.4M
Employees14
Clients0
DateOct 2024
Total AUM$362.7M
Discretionary$288.2M
Non-Disc.$74.4M
Employees14
Clients0
DateJul 2024
Total AUM$362.7M
Discretionary$288.2M
Non-Disc.$74.4M
Employees12
Clients0
DateFeb 2024
Total AUM$362.7M
Discretionary$288.2M
Non-Disc.$74.4M
Employees12
Clients0
DateJan 2024
Total AUM$265.9M
Discretionary$212.4M
Non-Disc.$53.5M
Employees10
Clients0
DateFeb 2023
Total AUM$265.9M
Discretionary$212.4M
Non-Disc.$53.5M
Employees10
Clients0
DateOct 2022
Total AUM$282.7M
Discretionary$254.5M
Non-Disc.$28.2M
Employees10
Clients0
DateMay 2022
Total AUM$282.7M
Discretionary$254.5M
Non-Disc.$28.2M
Employees9
Clients0
DateMar 2022
Total AUM$282.7M
Discretionary$254.5M
Non-Disc.$28.2M
Employees9
Clients0
DateMay 2021
Total AUM$192.8M
Discretionary$167.7M
Non-Disc.$25.1M
Employees8
Clients0
DateMar 2021
Total AUM$192.8M
Discretionary$167.7M
Non-Disc.$25.1M
Employees8
Clients0
DateDec 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateNov 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateOct 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateOct 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateJul 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateJun 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateMar 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateMar 2020
Total AUM$252.4M
Discretionary$233.2M
Non-Disc.$19.2M
Employees8
Clients0
DateDec 2019
Total AUM$266.3M
Discretionary$247.3M
Non-Disc.$19M
Employees8
Clients0
DateJul 2019
Total AUM$266.3M
Discretionary$247.3M
Non-Disc.$19M
Employees8
Clients0
DateMar 2019
Total AUM$266.3M
Discretionary$247.3M
Non-Disc.$19M
Employees8
Clients0
DateDec 2018
Total AUM$260M
Discretionary$241M
Non-Disc.$19M
Employees9
Clients0
DateSep 2018
Total AUM$260M
Discretionary$241M
Non-Disc.$19M
Employees9
Clients0
DateAug 2018
Total AUM$260M
Discretionary$241M
Non-Disc.$19M
Employees9
Clients0
DateJun 2018
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees9
Clients285
DateJun 2018
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees9
Clients285
DateApr 2018
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees9
Clients285
DateJan 2018
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees8
Clients285
DateDec 2017
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees8
Clients285
DateDec 2017
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees8
Clients285
DateDec 2017
Total AUM$131M
Discretionary$115M
Non-Disc.$16M
Employees8
Clients285