Truarc Partners, LP
SEC RegisteredPrivate Equity for the Middle Market
About the firm
TruArc Partners was established in 2021 and partners with high potential middle market companies in Specialty Manufacturing and Business Services sectors to drive transformational growth. The firm's experienced senior investment team has executed $3.1 billion in private equity investments within these sectors together since 2005.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity investment focused on transformational growth through organic and acquisition-led growth strategies, with senior investment team and operating partners working closely with company management
Who they serve
High potential middle market companies in Specialty Manufacturing and Business Services sectors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 23 | $4.0B |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Fund IV - pre-Step-Down, commitment >= $150M or $100M-$150M at initial closing | 1.75% |
| Fund IV - pre-Step-Down, all other investors | 2.00% |
| Fund IV - post-Step-Down, commitment >= $200M | 1.20% |
| Fund IV - post-Step-Down, commitment $150M-$200M or $100M-$150M at initial closing | 1.35% |
| Fund IV - post-Step-Down, all other investors | 1.50% |
| SOF - pre-Step-Down, all investors | 2.00% |
| SOF - post-Step-Down, all investors | 1.50% |
| Fund V - pre-Step-Down, commitment >= $150M or $100M-$150M at initial closing | 1.75% |
| Fund V - pre-Step-Down, all other investors | 2.00% |
| Fund V - post-Step-Down, commitment >= $150M or $100M-$150M at initial closing | 1.35% |
| Fund V - post-Step-Down, all other investors | 1.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Truarc Partners, LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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