TRUMAN CAPITAL ADVISORS, LP

ARMONK, New York·5 registered advisors·CRD# 156659
SEC# 801-739573914-730-7102
01

Firm Overview

AUM
$319M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: FEES FOR REO SALES AND DUE DILIGENC
03

Specialties

Retirement Planning
04

Advisors at TRUMAN CAPITAL ADVISORS, LP

5 registered advisors
Caren Lureen Jellesed
ARMONK, New York
Doojin Chung
ARMONK, New York
Joseph F Davey
ARMONK, New York
Mitchell David Samberg
ARMONK, New York
William Anthony Meeks
ARMONK, New York
05

Office Locations

ARMONK, New York
5 advisors

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Data sourced from SEC Form ADV filings. TRUMAN CAPITAL ADVISORS, LP (CRD# 156659) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.