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

Clients

251

Accounts

4,317

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 3, 2025
Branch Offices: 5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CRAWFORD, JEFFREY, ALLEN	I	MEMBER	NA
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MANAGING MEMBER	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
DAVIS, PAULA, POND	I	MD OF DALLAS	NA	Control
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA
ESCLAMADO, VICTOR, MITRA	I	CHIEF OPERATING OFFICER	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	DIRECTOR OF RESEARCH	NA
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	DIRECTOR OF RESEARCH	NA
FITZSIMMONS, MATTHEW, EDWARD	I	DIRECTOR OF RESEARCH	NA
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	DIRECTOR OF RESEARCH	NA
FITZSIMMONS, MATTHEW, EDWARD	I	DIRECTOR OF RESEARCH	NA
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FITZSIMMONS, MATTHEW, EDWARD	I	PRINCIPAL, VICE PRESIDENT OF INVESTMENTS	NA	Control
FRAZIER, DOUGLAS, STEPHEN	I	MEMBER	NA
HOLT, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
HOLT, PAULA, POND	I	VICE PRESIDENT OF BUSINESS OPERATIONS	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	VP OF GLOBAL INVESTMENT STRATEGY	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
MANIKTALA, DHRUV	I	CIO	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	MANAGING DIRECTOR FORT WORTH	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	NA	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	NA	Control
PRESTWOOD, JOE, CHAD	I	MEMBER	NA
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND VP OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHARP, WILLIAM, MICHAEL	I	CHIEF COMPLIANCE OFFICER AND MD OF FINANCE	NA	Control
SHRUM, LACEY, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHRUM, LACEY, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHRUM, LACEY, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHRUM, LACEY, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
SHRUM, LACEY, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
TRUE NORTH ADVISORS HOLDINGS, LLC	DE	MEMBER	E	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CCO	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MEMBER, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF COMPLIANCE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	FOUNDING PRINCIPAL, CHIEF EXECUTIVE OFFICER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CEO	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CEO	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CEO	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CEO	D	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CEO	D	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL, CCO	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL, CCO	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER AND CCO	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL, CCO	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL, CCO	C	Control
GEHLBACH, MARK, HUNTER	I	FOUNDING PRINCIPAL, CCO	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER AND CCO	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER AND CCO	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER AND CCO	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
WOOD, SCOTT, ADAIR	I	MANAGING MEMBER, CHIEF EXECUTIVE OFFICER	C	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
GEHLBACH, MARK, HUNTER	I	MANAGING MEMBER, PRESIDENT	B	Control
MANIKTALA, DHRUV	I	CIO	A	Control
MANIKTALA, DHRUV	I	CIO	A	Control
MANIKTALA, DHRUV	I	CIO	A	Control
MANIKTALA, DHRUV	I	CIO	A	Control
MANIKTALA, DHRUV	I	CIO	A	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	A	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	A	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	A	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	A	Control
PATE, CHRISTOPHER, ELLIOTT	I	CHIEF OPERATING OFFICER	A	Control
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A
WOODARD, DONALD, MORRIS	I	MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
COPELAND, JOHN, WILLIAM	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
COPELAND, JOHN, WILLIAM	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
GEHLBACH, MARK, HUNTER	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
GEHLBACH, MARK, HUNTER	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
MANIKTALA, DHRUV	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
MANIKTALA, DHRUV	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
PATE, CHRISTOPHER, ELLIOTT	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
PATE, CHRISTOPHER, ELLIOTT	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
WOOD, SCOTT, ADAIR	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
WOOD, SCOTT, ADAIR	I	WOOD FAMILY TRUST	F	Control
WOOD, SCOTT, ADAIR	I	TRUE NORTH ADVISORS HOLDINGS, LLC	F	Control
WOOD, SCOTT, ADAIR	I	WOOD FAMILY TRUST	F	Control
ASPIRE HOLDINGS, LLC	DE	PROJECT DELTA ACQUISITION, LLC	E	Control
ASPIRE HOLDINGS, LLC	DE	PROJECT DELTA ACQUISITION, LLC	E	Control
HGGC FUND IV-A.L.P.	DE	ASPIRE HOLDINGS, LLC	D	Control
HGGC FUND IV-A.L.P.	DE	ASPIRE HOLDINGS, LLC	D	Control
PROJECT DELTA ACQUISITION, LLC	DE	TRUE NORTH ADVISORS HOLDINGS, LLC	C	Control
PROJECT DELTA ACQUISITION, LLC	DE	TRUE NORTH ADVISORS HOLDINGS, LLC	C	Control
WOOD FAMILY TRUST	DE	TRUE NORTH ADVISORS HOLDINGS, LLC	C	Control
WOOD FAMILY TRUST	DE	TRUE NORTH ADVISORS HOLDINGS, LLC	C	Control

Registrations

Federal

Dec 3, 2025 REGISTERED

Notice Filings (19)

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