# TRUE NORTH ADVISORS, LLC

TRUE NORTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 116048
- Type: SEC-registered investment adviser
- SEC file number: 801-66250
- Location: 3131 TURTLE CREEK, SUITE 1300, DALLAS, TX, 75219
- Phone: 214-360-7300
- Latest filing: 2026-07-16
- Regulatory AUM: $5.4B
- Discretionary AUM: $5.0B
- Non-discretionary AUM: $402.2M
- Clients: 89
- Accounts: 5,298

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| John William Copeland | ELECTED MANAGER | Palm Beach, FL |
| Scott Adair Wood | ELECTED MANAGER; MANAGING MEMBER, CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Mark Hunter Gehlbach | ELECTED MANAGER; MANAGING MEMBER, PRESIDENT | — |
| William Michael Sharp | CHIEF COMPLIANCE OFFICER AND MD OF FINANCE | — |
| Dhruv Maniktala | CIO; ELECTED MANAGER | — |
| Christopher Elliott Pate | CHIEF OPERATING OFFICER; ELECTED MANAGER | — |
| WOOD SCOTT ADAIR | ELECTED MANAGER; FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER; FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER (+6 more) | — |
| GEHLBACH MARK HUNTER | ELECTED MANAGER; FOUNDING PRINCIPAL; FOUNDING PRINCIPAL, CCO (+4 more) | — |
| WOODARD DONALD MORRIS | MEMBER | — |
| CRAWFORD JEFFREY ALLEN | MEMBER | — |
| PRESTWOOD JOE CHAD | MEMBER | — |
| FRAZIER DOUGLAS STEPHEN | MEMBER | — |
| SHARP COLIN MICHAEL | CHIEF COMPLIANCE OFFICER AND MD OF FINANCE; CHIEF COMPLIANCE OFFICER AND VP OF FINANCE | — |
| FITZSIMMONS THOMAS EDWARD | DIRECTOR OF RESEARCH; PRINCIPAL, VICE PRESIDENT OF INVESTMENTS | — |
| ESCLAMADO VICTOR MITRA | CHIEF OPERATING OFFICER | — |
| PATE CHRISTOPHER ELLIOTT | CHIEF OPERATING OFFICER; ELECTED MANAGER; MANAGING DIRECTOR FORT WORTH | — |
| DAVIS PAULA POND | MANAGING MEMBER; MD OF DALLAS; VICE PRESIDENT OF BUSINESS OPERATIONS | — |
| SHRUM LACEY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| HOLT PAULA POND | VICE PRESIDENT OF BUSINESS OPERATIONS | — |
| MANIKTALA DHRUV | CIO; ELECTED MANAGER; VP OF GLOBAL INVESTMENT STRATEGY | — |
| COPELAND JOHN WILLIAM | ELECTED MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116048/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116048/similar
- Related entities: https://search.stillhousedata.com/firm/116048/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116048

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.