RIA Intelligence

OLD NORTH ADVISORS, LLC

CRD #132848 SEC #801-63571 BOSTON, MA 617-259-1700
SEC Registered
Total AUM
$214.2M
Discretionary
$174.5M
Employees
3
Clients
11
Accounts
324

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BALAMURUGAN, CUMARESANIMEMBERNA
BALAMURUGAN, CUMARESANIMEMBERNA
BALAMURUGAN, CUMARESANIMEMBERNA
BALAMURUGAN, CUMARESANIMEMBERNA
BALAMURUGAN, CUMARESANIMEMBERNA
BALAMURUGAN, CUMARESANIMEMBERNA
BLASDALE, RICHARD, WILLIAMIINDEPENDENT MANAGERNA
BLASDALE, RICHARD, WILLIAMIINDEPENDENT MANAGERNA
BLASDALE, RICHARD, WILLIAMIINDEPENDENT MANAGERNA
CHRISTIAN MURTIE, JENNIFERICOONA Control
CHRISTIAN MURTIE, JENNIFERICOONA Control
CHRISTIAN MURTIE, JENNIFERICOONA Control
CHRISTIAN MURTIE, JENNIFERICOONA Control
CHRISTIAN MURTIE, JENNIFERIPRESIDENTNA Control
CHRISTIAN MURTIE, JENNIFERIPRESIDENTNA Control
CHRISTIAN MURTIE, JENNIFERICOONA Control
CHRISTIAN MURTIE, JENNIFERIPRESIDENTNA Control
CHRISTIAN MURTIE, JENNIFERICOONA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
FAFARD, KRISTIN, LYNNICIONA Control
FAFARD, KRISTIN, LYNNICIONA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
FAFARD, KRISTIN, LYNNICIONA Control
FAFARD, KRISTIN, LYNNIPRESIDENTNA Control
GODES, ERIC, JAMESICOO AND CHIEF WEALTH ADVISORY OFFICERNA Control
GODES, ERIC, JAMESICOO AND CHIEF WEALTH ADVISORY OFFICERNA Control
GODES, ERIC, JAMESICOO AND CHIEF WEALTH ADVISORY OFFICERNA Control
GOULD, ROBERT, ROSEIEXECUTIVE VICE PRESIDENT, DIRECTOR OF ADVISORY SERVICESNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
LAPANN, JOHN, ROBERTICHAIRMANNA Control
MAREGNI, KELLYIDIRECTOR OF WEALTH MANAGEMENTNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTOR OF WEALTH MANAGEMENTNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTORNA Control
MAREGNI, KELLYIDIRECTOR OF WEALTH MANAGEMENTNA Control
PECK, WILLIAM, SPANGIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PECK, WILLIAM, SPANGIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PECK, WILLIAM, SPANGIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
PECK, WILLIAM, SPANGIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
TARDIFF, RICHARD, MILESICCONA
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
FEDERAL STREET ADVISORS INCDEMEMBERE Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
GRADY, MATTHEWIMANAGING MEMBER / PRESIDENT / CHIEF COMPLIANCE OFFICERD Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control
LAPANN, JOHN, ROBERTIMEMBER / CHAIRMANC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control
LAPANN, JOHN, ROBERTIFEDERAL STREET ADVISORS, INC.E Control

Registrations

Federal

IA
Sep 3, 2014 REGISTERED

Notice Filings (6)

FL MA NH NY TX VT

Address

24 FEDERAL STREET
BOSTON, MA 02110-2500
United States
Phone: 617-259-1700