Firm profile

TRUE WIND CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, CACRD 281109Latest ADV March 30, 2026

True Wind Capital Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.1B in regulatory assets under management, 28 employees, and 12 accounts.

Assets Under Management
$2.1B
Employees
28
Offices
--
Total Clients
12
Primary office
SAN FRANCISCO, CA
FOUR EMBARCADERO CENTER, SUITE 2100, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCONima J. Kelly
CFOErin Lavelle
COONima J. Kelly

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.1Bas of March 30, 2026
Discretionary100.0%
$2.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.1B
Total Accounts12
10Y AUM Change+$1.5B (+272.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees28
Clients per Employee0:1
10Y Employee Change+18 (+180.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.