SourcingSourcing

TRUEMARK INVESTMENTS, LLC

C26
CRD 306600·SEC 801-117961·CHICAGO, IL
AUM
$1.42B
$1B+
Est. Revenue
$14.2M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUEMARK INVESTMENTS, LLC
CRD
306600
SEC file #
801-117961
EIN
842293950
DBA names
Truemark Investments

Economics

AUM
$1.42B
AUM band
$1B+
AUM trajectory
'22'26
$69.5M → $1.42B▲ +1943%
Client mix
Investment Companies27

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
1 advisors → 3 advisors▲ +200%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
true-shares.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRUEMARK GROUP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TRUEMARK GROUP
LOUKAS, MICHAEL, NORMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUE-SHARES.COM
Rdap Domain Creation Date
2019-10-21T16:35:30Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001974457
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2024-01-11
Edgar Last Filing Date
2026-04-20
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-20
Accession0001376474-26-000301

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
433 W. VAN BUREN STREET, 1100-DCHICAGO, IL 60607
Business
433 W. VAN BUREN STREET, 1100-DCHICAGO, IL 60607
Edgar EIN
842293950
Edgar Recent Filings
13F-HR2026-04-20 · 0001376474-26-000301
13F-HR2026-01-14 · 0001376474-26-000040
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-21T16:35:30Z
Rdap Domain Last Changed
2025-10-22T11:48:00Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (3)

3
MICHAEL NORMAN LOUKAS
Executive Officer · 2.5%
2707992
BUBECK, KYLE, ROGER
Executive Officer · 2.5%
4784699
Laura Jean Gundlach
IAR
8155371