TRUEDGE ASSET MANAGEMENT LLC
CRD #323442 SEC #801-127556 INDIANAPOLIS, IN 317-581-4010
SEC Registered Private Funds
Total AUM
$306.4K
Discretionary
$306.4K
Employees
5
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 12, 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 |
|---|---|---|---|---|
| Frame, Jonathan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Frame, Jonathan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Frame, Jonathan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Frame, Jonathan | I | CHIEF COMPLIANCE OFFICER | NA | |
| Frame, Jonathan | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALVOSA, JAMES, Jeffrey | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Taylor, Christian, Gabriel | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| West, Stephanie, Lynn | I | DIRECTOR OF OPERATIONS | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Williams, Karey, Ann | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ADEPT INVESTMENTS | DE | OWNER | E | |
| ADEPT INVESTMENTS | DE | OWNER | E | |
| ADEPT INVESTMENTS | DE | OWNER | D | |
| ADEPT INVESTMENTS | DE | OWNER | D | |
| ADEPT INVESTMENTS | DE | OWNER | D | |
| ADEPT INVESTMENTS | DE | OWNER | D | |
| FINANCIAL SERVICES HOLDINGS | DE | ENTITY | D | |
| FINANCIAL SERVICES HOLDINGS | DE | ENTITY | D | |
| FINANCIAL SERVICES HOLDINGS | DE | ENTITY | D | |
| FINANCIAL SERVICES HOLDINGS | DE | ENTITY | D | |
| Reynolds, Matthew, Mark | I | PRESIDENT | D | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT | D | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT | D | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT | D | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT | D | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| Reynolds, Matthew, Mark | I | PRESIDENT/MANAGING MEMBER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
| T&O PEAKED HOLDINGS | DE | OWNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PETRIE, CHARLES, EDWARD | I | T&O PEAKED HOLDINGS | E | |
| PARKER, RICHARD, WILSON | I | ADEPT INVESTMENTS | D | |
| Reynolds, Matthew, Mark | I | ADEPT INVESTMENTS | D |
Registrations
Federal
IA
Nov 12, 2025 REGISTERED
Notice Filings (4)
AZ IN NC TX
Address
9000 KEYSTONE CROSSING7TH FLOOR
INDIANAPOLIS, IN 46240
United States
Phone: 317-581-4010