Data / Investment advisers / Connecticut / True North Management Group, LLC
True North Management Group, LLC, Stamford, CT: $493 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
True North Management Group, LLC is an SEC registered investment adviser with its main office in Stamford, Connecticut and reports $493 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 161042
- SEC file number
- 801-74203
- SEC status
- Approved, effective March 30, 2012
- Main office
- 225 High Ridge Road Suite 120 East, Stamford, CT 06905
- Phone
- (914) 304-8760
- Website
- tninvestors.com
- Regulatory AUM
- $492,530,238 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $492,530,238
- Accounts
- 5
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 4 real estate funds
- Gross assets of private funds
- $492,530,238
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $492.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $492.5 million | March 16, 2026 |
| December 1, 2025 | $549.4 million | March 18, 2025 |
Other advisers in Stamford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Rja Asset Management LLC | Stamford | $588.9 million | 2 | adviserinfo.sec.gov |
| Jackson, Grant Investment Advisers, Inc. | Stamford | $577.7 million | Not listed | adviserinfo.sec.gov |
| Bastion Management II LLC | Stamford | $572.7 million | 5 | adviserinfo.sec.gov |
| Tower Bay Asset Management LP | Stamford | $513.6 million | 1 | adviserinfo.sec.gov |
| Drum Capital Management LLC | Stamford | $503.2 million | 6 | adviserinfo.sec.gov |
| BLT Fund Manager LLC | Stamford | $487.3 million | 5 | adviserinfo.sec.gov |
| Mizzen Management LLC | Stamford | $459 million | 3 | adviserinfo.sec.gov |
| Hedgeye Asset Management, LLC | Stamford | $443.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Stamford, CT
- Investment advisers in Connecticut
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- True North Management Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.