The TRUE NORTH ADVISORS is a privately held investment adviser that advises $5.42Bn in regulatory assets under management held in 4 SEC fund types across 8 investment strategies. TRUE NORTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 131.04% over the last 5-years.
The Group has been registered with the SEC for 20.45 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 3131 TURTLE CREEK SUITE 1300, DALLAS, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 89 employees comprised of 31 investment and 58 non-investment staff. The total number of Employees increased by 140.54% over the last 5-years.
Their $5.42Bn in assets advised are owned by 34 private funds, 0 public funds and BDCs and 12 other accounts. Assets of High Net Worth Individuals clients own $3.79Bn or 69.91% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.08Bn or 20% of Total Assets.
The Group's top investment strategies include Multi Strat, FI/Credit - Diverse and Long/Short Equity, representing 52.06%, 17.99% and 12.43% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TRUE NORTH ADVISORS names 1 sub-adviser FUND ASSET MANAGERS to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.