PPrivate Fund Data Log in Join · $37/mo

Trueman Brown, LLC

● SEC registered since 2021CRD 141602SEC# 801-120742Lake Zurich, IL
Export (members)
Reg. AUM
$173.3M
Employees
2
Accounts
364
Location
Lake Zurich, IL

Trueman Brown, LLC assets under management

Trueman Brown, LLC operates as an SEC-registered investment adviser based in Lake Zurich, IL. The firm has been registered since 2021. It reports $173.3 million in regulatory assets under management and employs 2 people.

Trueman Brown, LLC owners & executives

1 reported
NameTitleOwnershipSince
Roy William Brown ControlManaging Member / Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Trueman Brown, LLC manage?

Trueman Brown, LLC reports $173.3 million in regulatory assets under management on its Form ADV.

How many employees does Trueman Brown, LLC have?

Trueman Brown, LLC reports 2 employees.

Where is Trueman Brown, LLC located?

Trueman Brown, LLC is based in Lake Zurich, IL and has been SEC-registered since 2021.

Does Trueman Brown, LLC disclose fund performance?

Trueman Brown, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address765 Ela Road, Suite 301, Lake Zurich, IL 60047
Phone847-228-1968
Fax847-629-0161
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$168.7M
Non-discretionary$4.6M
Total (RAUM)$173.3M