# OLD NORTH ADVISORS, LLC

OLD NORTH ADVISORS, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 132848
- Type: SEC-registered investment adviser
- SEC file number: 801-63571
- Location: 24 FEDERAL STREET, BOSTON, MA, 02110-2500
- Phone: 617-259-1700
- Latest filing: 2015-05-13
- Regulatory AUM: $227.9M
- Discretionary AUM: $183.7M
- Non-discretionary AUM: $44.2M
- Accounts: 321

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Balamurugan Cumaresan | MEMBER; SHAREHOLDER (COMMON) | — |
| LAPANN JOHN ROBERT | CHAIRMAN; CHAIRMAN, SHAREHOLDER (COMMON); DIRECTOR, CHAIRMAN, SHAREHOLDER (+2 more) | — |
| TARDIFF RICHARD MILES | CCO | — |
| GRADY MATTHEW | MANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER / SHAREHOLDER (COMMON) | — |
| BLASDALE RICHARD WILLIAM | INDEPENDENT MANAGER | — |
| GODES ERIC JAMES | COO AND CHIEF WEALTH ADVISORY OFFICER | — |
| GOULD ROBERT ROSE | EXECUTIVE VICE PRESIDENT, DIRECTOR OF ADVISORY SERVICES | — |
| PECK WILLIAM SPANG | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FAFARD KRISTIN LYNN | CIO; PRESIDENT | — |
| CHRISTIAN MURTIE JENNIFER | COO; PRESIDENT | — |
| MAREGNI KELLY | DIRECTOR; DIRECTOR OF WEALTH MANAGEMENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132848/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132848/similar
- Related entities: https://search.stillhousedata.com/firm/132848/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132848

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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.