TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH CAPITAL MANAGEMENT, L.L.C. Legal Name
Adviser information for TRUNORTH CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 852 | $415.3M |
| Non-Discretionary | 0 | $0 |
| Total | 852 | $415.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 157 | $32.1M |
| HNW Individuals | 138 | $351.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $24.7M |
| Charitable organizations | 3 | $6.0M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 4 | $882,390 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-119211 |
|---|---|
| SEC ERA File Number | 801-119211 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165285 |
| Legal Entity Identifier | None |
Principal Office
1090 NORTH 10TH STREETSUITE 210
KALAMAZOO
MI
United States
Monday - Friday, 9AM TO 5PM
Tel: 8774690446, Fax: 8888012342
Chief Compliance Officer
KEVIN MILLER
PRESIDENT, CEO
1090 NORTH 10TH STREET
SUITE 210
KALAMAZOO
MI
United States
Tel:
2693690227
K****@******************M
(Full email address available in API data)
Regulatory Contact
KRISTIN BENNETT
RELATIONSHIP MANAGER
1090 NORTH 10TH STREET
SUITE 210
KALAMAZOO
MI
United States
Tel:
269-598-8054
K******@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MULLALLY, BRIAN, J | Individual | – | MEMBER, RELATIONSHIP MANAGER | 05/2021 | 25-50% |
| SCHOOLMAN, JOHN, DAVID | Individual | – | MEMBER, RELATIONSHIP MANAGER | 05/2021 | 25-50% |
| MILLER, KEVIN, LEE | Individual | – | PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER | 05/2021 | 25-50% |