# True Fiduciary Capital

True Fiduciary Capital is an Asset Manager based in El Cajon, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** El Cajon, United States
- **Region:** North America
- **Address:** Palo Alto, CA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** truefidcap.com

## Regulatory record

- **CRD number:** 306964
- **SEC file number:** 801-117977
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306964

## About

TRUE FIDUCIARY CAPITAL, LLC is an SEC-registered investment adviser in EL CAJON, CA. The firm manages approximately $102 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Enterprise Software
- FinTech
- Digital Health
- AI/ML
- ClimateTech

## People

- Daniel O'Keefe — Managing Partner

## Questions

### Who runs investment decisions at True Fiduciary Capital?

Daniel O'Keefe is the Managing Partner and makes all investment decisions. O'Keefe previously spent two decades at Artisan Partners, where he served as lead portfolio manager for the Artisan Global Value strategy. By the time he departed, he was managing approximately $34 billion in assets and had built a long-term track record of concentrated, benchmark-agnostic investing (public record).

### Does True Fiduciary Capital invest in both public and private companies?

Yes. The firm runs a crossover strategy that treats public equities and private technology investments as a single, thematic portfolio. This dual mandate allows O'Keefe to hold a position through an IPO rather than exiting, and to buy public companies with the same long-duration, compounder-oriented lens he applies to private deals.

### What investment stages does True Fiduciary Capital typically target?

The firm makes early-stage private investments in technology sectors and also buys public technology stocks. In private markets, it writes early-stage checks but does not disclose a specific round preference, reflecting the flexible, mandate-driven approach rather than a rigid stage framework.

## Related profiles

- [World Market Advisors](https://altss.com/profile/world-market-advisors)
- [Ninth Eternity Asset Management](https://altss.com/profile/ninth-eternity-asset-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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