| Owner | Title | From | %Ownership |
|---|---|---|---|
| Whalen Sellers, Casey, Dow | Chief Executive Officer / Chief Investment Officer | 02/2007 | < 5% |
| Antenen, Jerome, Cedric | Managing Director | 11/2007 | < 5% |
| Rosenzweig, Alison, Jane | Managing Director | 01/2015 | < 5% |
| Truvvo Investment Partners LLC | Member | 01/2019 | > 75% |
| Dunn Reynolds, Caitlin, Ann | Chief Financial Officer | 05/2019 | < 5% |
| Papa, Thomas | Chief Compliance Officer | 05/2020 | < 5% |
| Roseman, Danielle, Beth | Managing Director | 02/2022 | < 5% |
| Lazard Asset Management LLC | Managing Member | 03/2023 | > 75% |
| Lazard Freres & Co. LLC | Parent | 05/1995 | > 75% |
| Lazard Group LLC | Sole Member | 05/2005 | > 75% |
| LLTD 2 S.a.r.l. | Managing Member | 05/2005 | 25-50% |
| LLTD Corp II | Managing Member | 05/2005 | 50-75% |
| LLTD Corp I | Shareholder | 05/2005 | > 75% |
| LLTD Holding S.a.r.l. | Shareholder | 05/2017 | > 75% |
| Lazard LTD | Shareholder | 05/2005 | > 75% |
| Lazard LTD | Shareholder | 05/2005 | > 75% |
| Fund structure | AUM | Fund type |
|---|---|---|
| Truvvo Partners LLC | $3.80 bn | |
| Truvvo BCL Partnership LP | $2.41 mm | Other Private Fund |
| Truvvo Emerging Market Equity LP | $58.10 mm | Other Private Fund |
| Truvvo Event Driven LP | $96.28 mm | Other Private Fund |
| Truvvo Golden LP | $3.02 mm | Other Private Fund |
| Truvvo Hedge Strategies Offshore LP | $124.22 mm | Other Private Fund |
| Truvvo International Developed Equity LP | $140.84 mm | Other Private Fund |
| Truvvo Long Short Equity LP | $133.45 mm | Other Private Fund |
| Truvvo Private Assets LP | $188.11 mm | Other Private Fund |
| Truvvo Private Assets LP - 22-23 Ic Series | Other Private Fund | |
| Truvvo Private Assets LP - 22-23 Pe Series | $1.38 mm | Other Private Fund |
| Truvvo Private Assets LP - 22-23 Ra Series | $455.52 k | Other Private Fund |
| Truvvo Private Assets LP 20-21 Illiquid Credit Series | $23.77 mm | Other Private Fund |
| Truvvo Private Assets LP 20-21 Pe Series | $24.91 mm | Other Private Fund |
| Truvvo Private Assets LP 20-21 Ra Series | $17.21 mm | Other Private Fund |
| Truvvo Private Assets Offshore LP | $3.78 mm | Other Private Fund |
| Truvvo Private Assets Offshore LP 22-23 Ra Series | $2.53 mm | Other Private Fund |
| Truvvo Private Assets Offshore LP 22-23 Pe Series | $1.25 mm | Other Private Fund |
| Truvvo SF Partnership LP | $3.05 mm | Private Equity Fund |
| Truvvo SMD Partnership LP | $2.91 mm | Other Private Fund |
| Truvvo SP Partnership LP | $6.79 mm | Other Private Fund |
| Truvvo Us Equity LP | $78.87 mm | Other Private Fund |
| Truvvo Wonder LP | $8.66 mm | Other Private Fund |
