Firm profile

Temerity Strategic Partners

CHICAGO, ILCRD 333815Registration Status: ApprovedEffective since April 23, 2025SEC # 801-131786Latest ADV March 2, 2026

Temerity Strategic Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 2, 2026, reports $305M in regulatory assets under management, 10 employees, 2 offices, and 3 accounts.

Assets Under Management
$305M
Employees
10
Offices
2 offices
Total Clients
<5

Associated firm names

2 names listed
  • TEMERITY STRATEGIC PARTNERS
  • TSP INVESTMENT ADVISERS, L.L.C.

Leadership

3 roles identified
CEOBruce R. Cohen
CCOSteven R. Lapkoff
COOWendy N. Freyer

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees

Offices & Contact

Primary office

CHICAGO, Illinois, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Illinois

CHICAGOPrimary office

New York

NEW YORK

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$305Mas of March 2, 2026
Discretionary100.0%
$305M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

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%
3

Assets under management Growth by Quarter

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

Total AUM$305M
Total Accounts3
10Y AUM Change+$125M (+69.3%)

Private Funds

Private funds reported by Temerity Strategic Partners

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Employee Growth by Quarter

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

Total Employees10
Clients per Employee0:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
TEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.Direct owner · Schedule AInterest in TEMERITY STRATEGIC PARTNERS
75%+
WILDWOOD TRUST 3 UADIndirect owner · Schedule BInterest in WILDWOOD #3 HOLDINGS LLC
75%+
BRUCE ROBERT COHENIndirect owner · Schedule BInterest in WILDWOOD TRUST 3 UAD
75%+
BRUCE ROBERT COHENIndirect owner · Schedule BInterest in BRC REVOCABLE TRUST
75%+
JEFFREY BRUCE CITRINIndirect owner · Schedule BInterest in HECTAD STRATEGIC PARTNERS LLC
75%+
ANDREW F. CITRINIndirect owner · Schedule BInterest in JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ANDREW F. CITRIN
75%+
CHARLES T. CITRINIndirect owner · Schedule BInterest in JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO CHARLES T. CITRIN
75%+
ALEXANDRA H. CITRINIndirect owner · Schedule BInterest in JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ALEXANDRA H. CITRIN
75%+
WILDWOOD TEMERITY, L.L.C.Indirect owner · Schedule BInterest in TEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.
50% to < 75%
HECTAD TEMERITY, L.L.C.Indirect owner · Schedule BInterest in TEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.
50% to < 75%
WILDWOOD #3 HOLDINGS LLCIndirect owner · Schedule BInterest in WILDWOOD TEMERITY, L.L.C.
50% to < 75%
BRC REVOCABLE TRUSTIndirect owner · Schedule BInterest in WILDWOOD TEMERITY, L.L.C.
50% to < 75%
HECTAD STRATEGIC PARTNERS LLCIndirect owner · Schedule BInterest in HECTAD TEMERITY, L.L.C.
50% to < 75%
RONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUSTIndirect owner · Schedule BInterest in LAMBPEDE INVESTORS LLC
50% to < 75%
LAMBPEDE INVESTORS LLCIndirect owner · Schedule BInterest in HECTAD TEMERITY, L.L.C.
25% to < 50%
JEFFREY BRUCE CITRINIndirect owner · Schedule BInterest in LAMBPEDE INVESTORS LLC
25% to < 50%
RONA CITRINIndirect owner · Schedule BInterest in LAMBPEDE INVESTORS LLC
25% to < 50%
JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ANDREW F. CITRINIndirect owner · Schedule BInterest in RONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST
25% to < 50%
JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO CHARLES T. CITRINIndirect owner · Schedule BInterest in RONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST
25% to < 50%
JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ALEXANDRA H. CITRINIndirect owner · Schedule BInterest in RONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Temerity Strategic Partners.

Reported ownership and control details

Form ADV · Filing date 2026-03-02 · Schedules A and B

25 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1TEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.SOLE MEMBERDomestic entityTEMERITY STRATEGIC PARTNERS75% or moreCode ENoSOLE MEMBER11/2022Schedule APDF page 33
2BRUCE ROBERT COHENCEOIndividualTEMERITY STRATEGIC PARTNERSLess than 5%Code NAYesCEO11/2022Schedule APDF page 33
3WENDY NMN FREYERCOOIndividualTEMERITY STRATEGIC PARTNERSLess than 5%Code NAYesCOO11/2022Schedule APDF page 33
4JEFFREY BRUCE CITRINEXECUTIVE CHAIRMANIndividualTEMERITY STRATEGIC PARTNERSLess than 5%Code NAYesEXECUTIVE CHAIRMAN11/2022Schedule APDF page 33
5Steven Robert LapkoffCHIEF COMPLIANCE OFFICERIndividualTEMERITY STRATEGIC PARTNERSLess than 5%Code NANoCHIEF COMPLIANCE OFFICER02/2026Schedule APDF page 33
6WILDWOOD TEMERITY, L.L.C.MEMBERDomestic entityTEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.50% to less than 75%Code DYesMEMBER09/2022Schedule BPDF page 34
7HECTAD TEMERITY, L.L.C.MEMBERDomestic entityTEMERITY STRATEGIC CAPITAL MANAGEMENT, L.L.C.50% to less than 75%Code DYesMEMBER09/2022Schedule BPDF page 34
8WILDWOOD #3 HOLDINGS LLCMEMBERDomestic entityWILDWOOD TEMERITY, L.L.C.50% to less than 75%Code DYesMEMBER09/2022Schedule BPDF page 34
9BRC REVOCABLE TRUSTMEMBERDomestic entityWILDWOOD TEMERITY, L.L.C.50% to less than 75%Code DYesMEMBER09/2022Schedule BPDF page 34
10WILDWOOD TRUST 3 UADMEMBERDomestic entityWILDWOOD #3 HOLDINGS LLC75% or moreCode ENoMEMBER02/2021Schedule BPDF page 34
11BRUCE ROBERT COHENBENEFICIARYIndividualWILDWOOD TRUST 3 UAD75% or moreCode EYesBENEFICIARY07/1987Schedule BPDF page 34
12BRUCE ROBERT COHENBENEFICIARY AND TRUSTEEIndividualBRC REVOCABLE TRUST75% or moreCode EYesBENEFICIARY AND TRUSTEE04/1988Schedule BPDF page 34
13HECTAD STRATEGIC PARTNERS LLCMEMBERDomestic entityHECTAD TEMERITY, L.L.C.50% to less than 75%Code DYesMEMBER09/2022Schedule BPDF page 34
14LAMBPEDE INVESTORS LLCMEMBERDomestic entityHECTAD TEMERITY, L.L.C.25% to less than 50%Code CNoMEMBER09/2022Schedule BPDF page 34
15JEFFREY BRUCE CITRINMEMBERIndividualHECTAD STRATEGIC PARTNERS LLC75% or moreCode ENoMEMBER12/2020Schedule BPDF page 34
16JEFFREY BRUCE CITRINMANAGER / MEMBERIndividualLAMBPEDE INVESTORS LLC25% to less than 50%Code CYesMANAGER / MEMBER11/2012Schedule BPDF page 34
17RONA CITRINMEMBERIndividualLAMBPEDE INVESTORS LLC25% to less than 50%Code CNoMEMBER11/2012Schedule BPDF page 34
18RONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUSTMEMBERDomestic entityLAMBPEDE INVESTORS LLC50% to less than 75%Code DNoMEMBER11/2012Schedule BPDF page 34
19JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ANDREW F. CITRINBENEFICIARYDomestic entityRONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST25% to less than 50%Code CNoBENEFICIARY11/2012Schedule BPDF page 34
20JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO CHARLES T. CITRINBENEFICIARYDomestic entityRONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST25% to less than 50%Code CNoBENEFICIARY11/2012Schedule BPDF page 34
21JEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ALEXANDRA H. CITRINBENEFICIARYDomestic entityRONA HOLLANDER CITRIN IRREVOCABLE FAMILY TRUST25% to less than 50%Code CNoBENEFICIARY11/2012Schedule BPDF page 34
22ANDREW F. CITRINBENEFICIARYIndividualJEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ANDREW F. CITRIN75% or moreCode ENoBENEFICIARY06/2006Schedule BPDF page 34
23CHARLES T. CITRINBENEFICIARYIndividualJEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO CHARLES T. CITRIN75% or moreCode ENoBENEFICIARY06/2006Schedule BPDF page 34
24ALEXANDRA H. CITRINBENEFICIARYIndividualJEFFREY B. AND RONA H. CITRIN IRREVOCABLE TRUST FOR DESCENDANTS FBO ALEXANDRA H. CITRIN75% or moreCode ENoBENEFICIARY06/2006Schedule BPDF page 34
25SOUTH DAKOTA TRUST COMPANY, LLCTRUSTEEDomestic entityWILDWOOD TRUST 3 UADPercentage not specifiedCode FNoTRUSTEE07/1987Schedule BPDF page 34

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/2/2026 4:37:37 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.