RIA Intel›Advisers›Connecticut›TRUE NORTH MANAGEMENT GROUP, LLC

TRUE NORTH MANAGEMENT GROUP, LLC

Advisory

N·STAMFORD, CT

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM
$493M
1-Year AUM Growth
-8.6%
3-Year CAGR
+0.3%
Employees
6
Assets Under Management
Total AUM$493M
Discretionary AUM$493M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees6
Investment Advisers9
Employee Growth (1Y)-30.0%
Filing History
Total Filings on Record17
First FilingFeb 15, 2012
Latest FilingMar 16, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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