Investment adviser · CRD 300814
TRUEROCK ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
INDIANAPOLIS, IN, United States · Form ADV filed Jan 7, 2020
- Regulatory AUM
- $280M Form ADV · Item 5.F
- Client accounts
- 406 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 244 | $279,777,232 | 100.0% |
Filing source
Form ADV 1366446 · Jan 7, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 7, 2020. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
250 WEST 96TH STREETINDIANAPOLIS, IN, 46260, United States
CRD 300814
Filing source
Form ADV 1366446 · Jan 7, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.