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 | — |