TRUE NORTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2012
Total AUM
$493M
Discretionary
$493M
100% of AUM
Avg account
$98.5M
Accounts
5
Employees
9
Advisory reps
1

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
161042
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

True North Management Group, LLC is an SEC-registered limited liability company that manages pooled real estate investment vehicles for institutional clients. Registered in 2012, the firm’s primary activity is portfolio management for pooled investment vehicles rather than providing individual discretionary advisory accounts. The firm’s strategy centers on real estate funds but also incorporates allocations to non-traditional asset classes. Fee terms combine a percentage of assets under management with performance-based fees, reflecting a closed-end fund-style compensation model. True North Management Group, LLC is not positioned as a broad capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CRAIG PERROTTA

    Principal and Chief Financial OfficerCRD 5047280

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
225 High Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth