TRUEWEALTH SOLUTIONS

Jim Douglass and Ken Schuh co-founded TrueWealth in 1999 and remain the firm's senior principals. Both are actively involved in sourcing, deal execution, and portfolio oversight. The firm does not publicly list a broader investment committee or additional partners, consistent with its lean, principal-led operating model.

TrueWealth operates as a permanent-capital vehicle, meaning it is not organized as a series of finite-life private equity funds. The firm's capital comes from its partners and aligned long-term backers rather than institutional limited partners with liquidity requirements. The firm has never publicly disclosed a total AUM or committed capital figure.

The firm targets lower-middle-market technology, software, and tech-enabled services companies, typically with revenue between $5 million and $25 million. Sectors of concentration include enterprise software, fintech, digital health, and industrial technology. TrueWealth pursues both control and minority positions, emphasizing businesses where operational engagement can accelerate growth.

TrueWealth is neither a registered single-family office nor a conventional fund manager. It functions as a permanent-capital private investment firm—a structure that borrows the indefinite time horizon of a family office while employing the active operational playbook of private equity. This hybrid model removes the exit-compulsion inherent in 5-to-7-year fund terms.

TrueWealth relies on a proprietary network built by its principals over more than 25 years. Its Atlanta base gives it direct access to founder-owned businesses across the Southeastern United States, and the firm's permanent-hold reputation often attracts entrepreneurs seeking a patient capital partner rather than a traditional PE exit. The firm does not publicize an auction-based or intermediary-heavy sourcing model.