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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...
Overview
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
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.
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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