Carleon Capital Partners LLC

TRUVVO PARTNERS LLC, formerly known as Carleon Capital Partners LLC, is a Delaware-based Limited Liability Company. With a team of 29, including 12 in advisory positions, the firm has been approved by the US Securities and Exchange Commission since March 2007, although the number of clients served remains unknown.

• ALISON JANE ROSENZWEIG

  MANAGING DIRECTOR owns less than 5%

• CAITLIN ANN DUNN REYNOLDS

  CHIEF FINANCIAL OFFICER owns less than 5%

• CASEY DOW WHALEN SELLERS

  CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER owns less than 5%

• DAVID FREDRICK RANDELL

  PRESIDENT owns less than 5%

• JEROME CEDRIC ANTENEN

  MANAGING DIRECTOR owns less than 5%

• ROBERT POOLE WALTERS

  CHIEF COMPLIANCE OFFICER owns less than 5%

• TRUVVO INVESTMENT PARTNERS LLC

  MEMBER owns 75% or more

• GEOFFREY THOMAS BOISI

  MEMBER owns more than 50% but less than 75%

• JOHN CARROLL MORRISSEY

  MANAGING DIRECTOR

• RICHARD WILLIAM HERBST

  MEMBER owns more than 25% but less than 50%

• ROUNDTABLE INVESTMENT PARTNERS LLC

  MEMBER owns more than 50% but less than 75%

• ROUNDTABLE MANAGERS LLC

  OWNER owns more than 25% but less than 50%

• SHEA VENTURES, LLC

  MEMBER owns more than 25% but less than 50%

• THE CAROLYN HAND SHEA 2017 WYOMING TRUST

  MEMBER owns more than 25% but less than 50%

• THE DOROTHY SHEA 2017 WYOMING TRUST

  MEMBER owns more than 25% but less than 50%

• THE MARY SHEA 2017 WYOMING TRUST

  MEMBER owns more than 25% but less than 50%

• CITIBANK, INC
  United States
• CITIBANK, INC.
  United States
• STATE STREET BANK & TRUST COMPANY
  United States

• Eagle Strategies LLC
• Rmsincerbeaux Capital Management LLC
• Paine Schwartz Partners LLC
• Fithian LLC
• Silvercrest Asset Management Group LLC
• Varadero Capital LP
• Sightway Capital LP
• Regatta Loan Management LLC
• Rivulet Capital LLC
• Muirfield Capital Global Advisors LLC

• Truvvo Partners LLC Q2 2022 vs. Q3 2022: An In-Depth Look at the Changes in 13F Holdings

• VISA INC COM CL A $34,710k
• Intercontinental Exchange Inc $32,001k
• CBOE GLOBAL MARKETS INC $15,656k
• GOLDMAN SACHS GROUP $10,900k
• SOTHEBYS $9,230k
• VANGUARD SCOTTSDALE FDS $7,974k
• IBERIABANK CORP $4,519k
• ISHARES $3,635k
• MICROSOFT CORP $1,789k
• Alphabet Inc $1,541k