9AT: TRUELINK CAPITAL MANAGEMENT, LLC

other names

TRUELINK CAPITAL MANAGEMENT, LLC

Adviser Profile

As of Date	03/31/2026
ADV Location	LOS ANGELES, CA, United States
Adviser Type - Large advisory firm
Number of Employees	24 118%
of those in investment advisory functions	22 120%
Registration	SEC, Approved, 11/18/2022

AUM^*	4,197,667,227 695%
of that, discretionary	4,197,667,227 695%
Private Fund GAV^*	4,017,817,004 125%
Avg Account Size	322,897,479 267%
SMA’s	No
Private Funds	22 16
Contact Info	310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count22	GAV$4,017,817,004

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser PANDION ASSET MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM90.1m	#Funds-
Adviser CW INDUSTRIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund283.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV283.9m	AUM283.9m	#Funds5
Adviser PGP ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund222.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV222.8m	AUM222.8m	#Funds1
Adviser CICC ALPHA INVESTMENT MANAGEMENT (USA), LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund175.1m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV175.1m	AUM175.1m	#Funds1
Adviser EDEN CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund209.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV209.6m	AUM283.8m	#Funds3
Adviser LAKE WHILLANS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund311.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV311.9m	AUM311.9m	#Funds6
Adviser KELSON ASSET MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund193.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV193.6m	AUM205.6m	#Funds23
Adviser BANGTAIL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM156.7m	#Funds-
Adviser PRESTIGE WEALTHWIDE, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM198.5m	#Funds-
Adviser LIGHTVIEW CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund195.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV195.5m	AUM157.6m	#Funds10

Brochure Summary

Overview

Item 4.A: Truelink Capital Management, LLC is an investment advisory firm with its principal place of business located in Los Angeles, California. Truelink Capital Management, LLC will be referred to in this brochure as “we”, the “Adviser”, or the “Firm.” The Adviser was established in 2022 by Todd Golditch and Luke Myers (the “Co-Founders” or “Managing Partners”) and commenced investment advisory operations thereafter. The Adviser is owned by Truelink Capital, LLC and Truelink Principal Holdings, L.P. (indirectly through its ownership of Truelink Management Holdings, L.P.), which are both owned by the Co-Founders. with enterprise values ranging from $100 million to $500 million in the Technology-Enabled Services and Industrials sectors. The Adviser expects to provide discretionary investment services to Truelink Capital I, L.P., Truelink Capital I-A, L.P., and Truelink-Vista, L.P. (each a “Fund,” and together with any future private investment funds which Truelink or its affiliates provide investment advisory services, the “Funds”), which are private funds that are exempt

from registration under the Investment Company Act of 1940, as amended (“1940 Act”). The Adviser also is permitted to serve as investment adviser to an “executive fund” offered to employees, affiliates, and other investors with a relationship to the Adviser or its personnel. Truelink Capital GP I, L.P. and Truelink-Vista GP, LLC (together with any future general partners that may be formed from time to time, each a “General Partner” and together with the Adviser and affiliated entities, “Truelink”) are affiliated with the Adviser. Each General Partner is subject to the Advisers Act of 1940, as amended, and the rules and regulations promulgated thereunder, pursuant to the Adviser’s registration in accordance with SEC guidance. This brochure also describes the business practices of the General Partners, which operates as a single advisory business together with the Adviser. Fund’s investment guidelines as outlined in each Fund’s operative documents. assets under management on a discretionary basis. Truelink does not manage any assets on a non- discretionary basis.

TRUELINK CAPITAL MANAGEMENT, LLC

Adviser Profile

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Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview