Multi-Family Office

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Truist

Truist is an SEC-registered investment adviser in Atlanta, GA, registered since 2016. The firm manages $77.4 billion in assets, $62.8 billion on a...

Truist

Truist is an SEC-registered investment adviser in Atlanta, GA, registered since 2016. The firm manages $77.4 billion in assets, $62.8 billion on a discretionary basis. It has 2461 employees and 2360 investment advisers.

General information

Firm type

Multi Family Office

Year founded

2019

Location

Region

Oceania

Country

Australia

City

Atlanta

Corporate office

Sydney, New South Wales, Australia

Additional offices

Menlo Park · Mountain View · New York · Tokyo · Melbourne · Washington · Amman · Santa Clara · Singapore · Vancouver

Sector focus

FinTechEnterprise SoftwareAI/MLReal EstatePrivate CreditInfrastructureHealthcare Services

Frequently asked questions

Who runs investment decisions at Truist?

Truist does not publicly disclose its investment leadership. The firm has not named a CEO, CIO, or founding principal in any public communications or regulatory filings.

How does Truist source proprietary deal flow?

Truist sources deal flow through its global office network spanning 11 cities across Australia, North America, Asia, and the Middle East. The firm relies on local relationships and co-investment partnerships to access mid-market opportunities.

Is Truist structured as a single family office or does it operate more like a venture firm?

Truist operates as a multi-family office and asset manager. It manages capital for multiple families and invests across a broad range of asset classes including private credit, real estate, infrastructure, and technology, functioning more like a diversified asset manager than a single-family office.

Does Truist participate in fund commitments or only direct deals?

Truist engages in both fund commitments and direct co-investments. The firm commits capital to external funds managed by other GPs and also makes direct investments alongside those GPs in mid-market companies.

What investment stages does Truist typically target?

Truist targets mid-market growth and buyout stages across its focus sectors. It does not publicly disclose a specific stage bias but operates across private credit, real estate, and infrastructure, which typically involve later-stage and income-generating assets.

Which sectors does Truist explicitly avoid?

Truist has not publicly disclosed any excluded sectors. Its known focus areas are private credit, real estate, infrastructure, fintech, enterprise software, AI/ML, and healthcare services.

How is Truist related to its parent or related vehicles?

Truist is not a subsidiary of any publicly known parent entity. The firm operates as an independent multi-family office and asset manager; no spinouts or related vehicles have been publicly identified.

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