| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Truedge Opportunity Fund I | Real Estate | — | $150K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Adept Investments | Owner | 50-75% | 2024 |
| Financial Services Holdings | Entity | 50-75% | 2024 |
| Jonathan Frame | Chief Compliance Officer | Under 5% | 2024 |
Truedge Asset Management LLC reports $306,351 in regulatory assets under management on its Form ADV.
Truedge Asset Management LLC manages 1 private funds with combined gross assets of undisclosed value.
Truedge Asset Management LLC reports 5 employees.
Truedge Asset Management LLC is based in Indianapolis, IN and has been SEC-registered since 2023.
Truedge Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9000 Keystone Crossing, 7th Floor, Indianapolis, IN 46240 |
| Phone | 317-581-4010 |
| Office hours | 8:30 a.m. To 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $306K |
| Non-discretionary | $0 |
| Total (RAUM) | $306K |