TRUE NORTH ADVISORS, LLC
CRD #116048 SEC #801-66250 DALLAS, TX 214-360-7300
SEC Registered Private Funds
Total AUM
$4.5B
Discretionary
$4.1B
Employees
65
Clients
251
Accounts
4,317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $4.5B | $4.1B | $371.7M | 65 | 0 |
| Sep 2025 | $4.5B | $4.1B | $371.7M | 65 | 0 |
| Sep 2025 | $4.5B | $4.1B | $371.7M | 65 | 0 |
| Sep 2025 | $4.5B | $4.1B | $371.7M | 65 | 0 |
| Mar 2025 | $4.5B | $4.1B | $371.7M | 65 | 0 |
| Sep 2024 | $3.3B | $3.3B | $23.4M | 52 | 0 |
| Mar 2024 | $3.3B | $3.3B | $23.4M | 52 | 0 |
| Oct 2023 | $3B | $3B | $44.1M | 42 | 0 |
| May 2023 | $3B | $3B | $44.1M | 42 | 0 |
| Mar 2023 | $3B | $3B | $44.1M | 42 | 0 |
| Oct 2022 | $2.9B | $2.8B | $28.2M | 37 | 0 |
| Mar 2022 | $2.9B | $2.8B | $28.2M | 37 | 0 |
| Nov 2021 | $2.3B | $2.3B | $21.3M | 37 | 3 |
| Aug 2021 | $2.3B | $2.3B | $21.3M | 37 | 3 |
| Apr 2021 | $2.3B | $2.3B | $21.3M | 37 | 3 |
| Mar 2021 | $2.3B | $2.3B | $21.3M | 37 | 3 |
| Jul 2020 | $1.6B | $1.6B | $19.6M | 31 | 3 |
| Jun 2020 | $1.6B | $1.6B | $19.6M | 31 | 3 |
| Mar 2020 | $1.6B | $1.6B | $19.6M | 31 | 3 |
| May 2019 | $1.4B | $1.4B | $27.5M | 24 | 0 |
| Mar 2019 | $1.1B | $1.1B | $26.2M | 24 | 0 |
| May 2018 | $1.2B | $1.1B | $63.6M | 23 | 0 |
| Mar 2018 | $1.2B | $1.1B | $63.6M | 23 | 0 |
| Mar 2018 | $1.2B | $1.1B | $63.6M | 23 | 0 |
| Aug 2017 | $1.1B | $1.1B | $8.9M | 23 | 400 |
| Jun 2017 | $1.1B | $1.1B | $8.9M | 23 | 400 |
| May 2017 | $1.1B | $1.1B | $8.9M | 23 | 400 |
| Mar 2017 | $1.1B | $1.1B | $8.9M | 23 | 400 |
| May 2016 | $1.2B | $1.1B | $117.8M | 23 | 500 |
| Mar 2016 | $1.2B | $1.1B | $117.8M | 23 | 500 |
| Oct 2015 | $1.3B | $1.1B | $204M | 30 | 500 |
| May 2015 | $1.3B | $1.1B | $204M | 30 | 500 |
| Mar 2015 | $1.3B | $1.1B | $204M | 30 | 500 |
| Nov 2014 | $1.1B | $873.7M | $208.8M | 26 | 400 |
| Mar 2014 | $1.1B | $873.7M | $208.8M | 26 | 400 |
| Apr 2013 | $1.1B | $869.3M | $183.5M | 23 | 400 |
| Nov 2012 | $979.9M | $816.9M | $163.1M | 25 | 400 |
| May 2012 | $979.9M | $816.9M | $163.1M | 11 | 400 |
| Apr 2012 | $979.9M | $816.9M | $163.1M | 11 | 400 |
| Mar 2012 | $979.9M | $816.9M | $163.1M | 11 | 400 |
| Aug 2011 | $1B | $855.2M | $161.5M | -- | -- |
| Aug 2011 | $1B | $855.2M | $161.5M | -- | -- |
| Jun 2011 | $1B | $855.2M | $161.5M | -- | -- |
| Mar 2011 | $1B | $855.2M | $161.5M | -- | -- |
| Dec 2010 | $925M | $786.9M | $138.1M | -- | -- |
| Dec 2010 | $925M | $786.9M | $138.1M | -- | -- |
| May 2010 | $925M | $786.9M | $138.1M | -- | -- |
| Oct 2009 | $858.9M | $858.9M | $0 | -- | -- |
| Jul 2009 | $858.9M | $858.9M | $0 | -- | -- |
| Mar 2009 | $858.9M | $858.9M | $0 | -- | -- |
| Nov 2007 | $852.9M | $852.9M | $0 | -- | -- |
| Oct 2007 | $852.9M | $852.9M | $0 | -- | -- |
| Aug 2007 | $852.9M | $852.9M | $0 | -- | -- |
| Mar 2007 | $852.9M | $852.9M | $0 | -- | -- |
| Feb 2007 | $797M | $624.9M | $172.1M | -- | -- |
| Feb 2006 | $205.1M | $205.1M | $0 | -- | -- |
DateDec 2025
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$371.7M
Employees65
Clients0
DateSep 2025
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$371.7M
Employees65
Clients0
DateSep 2025
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$371.7M
Employees65
Clients0
DateSep 2025
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$371.7M
Employees65
Clients0
DateMar 2025
Total AUM$4.5B
Discretionary$4.1B
Non-Disc.$371.7M
Employees65
Clients0
DateSep 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.4M
Employees52
Clients0
DateMar 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$23.4M
Employees52
Clients0
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$44.1M
Employees42
Clients0
DateMay 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$44.1M
Employees42
Clients0
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$44.1M
Employees42
Clients0
DateOct 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$28.2M
Employees37
Clients0
DateMar 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$28.2M
Employees37
Clients0
DateNov 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.3M
Employees37
Clients3
DateAug 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.3M
Employees37
Clients3
DateApr 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.3M
Employees37
Clients3
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$21.3M
Employees37
Clients3
DateJul 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$19.6M
Employees31
Clients3
DateJun 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$19.6M
Employees31
Clients3
DateMar 2020
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$19.6M
Employees31
Clients3
DateMay 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$27.5M
Employees24
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.2M
Employees24
Clients0
DateMay 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$63.6M
Employees23
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$63.6M
Employees23
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$63.6M
Employees23
Clients0
DateAug 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees23
Clients400
DateJun 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees23
Clients400
DateMay 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees23
Clients400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$8.9M
Employees23
Clients400
DateMay 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$117.8M
Employees23
Clients500
DateMar 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$117.8M
Employees23
Clients500
DateOct 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$204M
Employees30
Clients500
DateMay 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$204M
Employees30
Clients500
DateMar 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$204M
Employees30
Clients500
DateNov 2014
Total AUM$1.1B
Discretionary$873.7M
Non-Disc.$208.8M
Employees26
Clients400
DateMar 2014
Total AUM$1.1B
Discretionary$873.7M
Non-Disc.$208.8M
Employees26
Clients400
DateApr 2013
Total AUM$1.1B
Discretionary$869.3M
Non-Disc.$183.5M
Employees23
Clients400
DateNov 2012
Total AUM$979.9M
Discretionary$816.9M
Non-Disc.$163.1M
Employees25
Clients400
DateMay 2012
Total AUM$979.9M
Discretionary$816.9M
Non-Disc.$163.1M
Employees11
Clients400
DateApr 2012
Total AUM$979.9M
Discretionary$816.9M
Non-Disc.$163.1M
Employees11
Clients400
DateMar 2012
Total AUM$979.9M
Discretionary$816.9M
Non-Disc.$163.1M
Employees11
Clients400
DateAug 2011
Total AUM$1B
Discretionary$855.2M
Non-Disc.$161.5M
Employees--
Clients--
DateAug 2011
Total AUM$1B
Discretionary$855.2M
Non-Disc.$161.5M
Employees--
Clients--
DateJun 2011
Total AUM$1B
Discretionary$855.2M
Non-Disc.$161.5M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$855.2M
Non-Disc.$161.5M
Employees--
Clients--
DateDec 2010
Total AUM$925M
Discretionary$786.9M
Non-Disc.$138.1M
Employees--
Clients--
DateDec 2010
Total AUM$925M
Discretionary$786.9M
Non-Disc.$138.1M
Employees--
Clients--
DateMay 2010
Total AUM$925M
Discretionary$786.9M
Non-Disc.$138.1M
Employees--
Clients--
DateOct 2009
Total AUM$858.9M
Discretionary$858.9M
Non-Disc.$0
Employees--
Clients--
DateJul 2009
Total AUM$858.9M
Discretionary$858.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$858.9M
Discretionary$858.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$852.9M
Discretionary$852.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2007
Total AUM$852.9M
Discretionary$852.9M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$852.9M
Discretionary$852.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$852.9M
Discretionary$852.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$797M
Discretionary$624.9M
Non-Disc.$172.1M
Employees--
Clients--
DateFeb 2006
Total AUM$205.1M
Discretionary$205.1M
Non-Disc.$0
Employees--
Clients--