TRUARC PARTNERS, LP
CRD #312288 SEC #801-120577 NEW YORK, NY 212-508-3300
SEC Registered Private Funds
Total AUM
$3.5B
Discretionary
$3.5B
Employees
24
Clients
--
Accounts
20
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| BESSEMER TRUST COMPANY, N.A. | DE | TRUSTEE OF OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | NA | |
| DWORKIN, JONATHAN, SCOTT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DWORKIN, JONATHAN, SCOTT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DWORKIN, JONATHAN, SCOTT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DWORKIN, JONATHAN, SCOTT | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MARENCIK, COLLEEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PHIPPS, OGDEN | I | PARTNER | NA | Control |
| PHIPPS, OGDEN | I | PARTNER | NA | Control |
| PHIPPS, OGDEN | I | PARTNER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pappalardo, Alisen | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWINGER, STEVEN, E | I | CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWINGER, STEVEN, E | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWINGER, STEVEN, E | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SCHWINGER, STEVEN, E | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| TRUARC PARTNERS HOLDINGS, LLC | DE | GENERAL PARTNER | NA | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | C | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | C | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | C | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | C | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | C | Control |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | C | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | C | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | C | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | C | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | C | |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | C | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | C | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | C | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | C | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | C | Control |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | C | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | C | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | C | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | C | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | C | |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | B | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | B | Control |
| MANTEL, ALAN, HARRIS | I | MANAGING MEMBER AND PARTNER | B | Control |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | B | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | B | |
| OGDEN PHIPPS II REVOCABLE TRUST DATED 05/17/2005 | DE | MANAGING MEMBER | B | |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | B | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | B | Control |
| PLESS, JOHN, ANTHONY | I | MANAGING MEMBER AND PARTNER | B | Control |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | B | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | B | |
| SNOW, IAN, KENDALL | I | SENIOR ADVISOR | B | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A | |
| REINET TRUMAN LLC | FE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| BESSEMER GROUP, INC. | DE | BESSEMER TRUST COMPANY, N.A. | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET FUND S.C.A. F.I.S. | FE | REINET SPG LTD | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET INVESTMENTS S.C.A. | FE | REINET FUND S.C.A. F.I.S. | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E | |
| REINET SPG LTD | FE | REINET TRUMAN LLC | E |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
NY
Address
545 MADISON AVENUE10TH FLOOR
NEW YORK, NY 10022
United States
Phone: 212-508-3300