TRUE NORTH ADVISORS, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 116048). Regulatory assets under management: $5.4B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos.
| 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 | — |
Hedge Fund: 5 · Other Private Fund: 17 · Real Estate Fund: 8 · Venture Capital Fund: 4
Showing 15 of 34 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| WESTERN ALTERNATIVE STRATEGIES, L.P. MULTI-STRATEGY SERIES | Hedge Fund | Delaware | 150 | $287.4M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - INCOME | Other Private Fund | Delaware | 164 | $158.3M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - ACTIVE EQUITY | Hedge Fund | Delaware | 147 | $82.7M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - EQUITY | Hedge Fund | Delaware | 68 | $52.0M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS VI | Other Private Fund | Delaware | 141 | $43.4M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS IV | Other Private Fund | Delaware | 148 | $38.7M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS V | Other Private Fund | Delaware | 112 | $38.6M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - CREDIT | Hedge Fund | Delaware | 58 | $36.8M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - REAL ESTATE VII | Real Estate Fund | Delaware | 73 | $33.8M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS VII | Other Private Fund | Delaware | 88 | $29.9M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNTIES II | Venture Capital Fund | Delaware | 72 | $27.9M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNTIES | Venture Capital Fund | Delaware | 30 | $27.2M | $500K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. TAIL RISK | Other Private Fund | Delaware | 178 | $22.0M | $75K |
| WESTERN ALTERNATIVES STRATEGIES, L.P. - CO-GP | Other Private Fund | Delaware | 30 | $20.3M | $200K |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNITIES III | Venture Capital Fund | Delaware | 54 | $19.2M | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| FORT WORTH | TX | 3 | 817-935-8220 |
| KERRVILLE | TX | 3 | 830-315-2555 |
| DANVILLE | CA | 1 | 925-388-6940 |
| AUSTIN | TX | 1 | 512-735-0222 |
| — | — | 1 | 925-543-5702 |