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TRUNORTH CAPITAL MANAGEMENT, LLC
TRUNORTH CAPITAL MANAGEMENT, L.L.C.
CRD 165285 · SEC 801-119211
1090 NORTH 10TH STREET, SUITE 210, KALAMAZOO, MI, 49009, United States
Phone
8774690446
Fax
8888012342
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$724.5M
Discretionary AUM
$724.5M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $55.5M |
| High net worth individuals | 167 | $632.7M |
| Pension/profit sharing plans | 7 | $27.8M |
| Charitable organizations | 3 | $7.3M |
| Corporations/business entities | 4 | $1.1M |
States served
CA, CO, IL, MI, NH, FL
All web addresses on file
Official SEC filing: View on IAPD