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TRUE NORTH MANAGEMENT GROUP, LLC

STAMFORD, CT · CRD 161042 · IAPD ↗ · tninvestors.com · 914-304-8760

$492.5MRegulatory AUM
6Advisory reps
9Employees
5Clients
n/aPlanning clients
4Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — TRUE NORTH MANAGEMENT GROUP, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2024 — TRUE NORTH MANAGEMENT GROUP, LLC shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.