True North Advisors LLC
Legal Name: TRUE NORTH ADVISORS, LLC
Full Contact Details
True North Advisors LLC
3131 TURTLE CREEK, SUITE 1300, DALLAS, TX
214-360-7300
214-360-7301
Other Info
True North Advisors, LLC is a Texas-based limited liability company registered with the SEC as an approved investment advisory firm since February 2006. The company employs 24 professionals, 11 of whom work in advisory roles. While the number of clients served is not disclosed, the firm's standing with the SEC attests to its credibility and expertise in the field of financial analysis.
True North Advisors | Wealth-Advisory and Multi-Family Office
A privately-owned wealth-advisory and Multi-Family Office serving families, business owners and entrepreneurs since 2000.
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Direct Owners
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CHRISTOPHER ELLIOTT PATE
MANAGING DIRECTOR FORT WORTH owns less than 5%
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DHRUV MANIKTALA
VP OF GLOBAL INVESTMENT STRATEGY owns less than 5%
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DONALD MORRIS WOODARD
MEMBER owns more than 5% but less than 10%
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DOUGLAS STEPHEN FRAZIER
MEMBER owns less than 5%
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JEFFREY ALLEN CRAWFORD
MEMBER owns less than 5%
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JOE CHAD PRESTWOOD
MEMBER owns less than 5%
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MARK HUNTER GEHLBACH
MANAGING MEMBER owns more than 25% but less than 50%
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PAULA POND DAVIS
MANAGING MEMBER owns less than 5%
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SCOTT ADAIR WOOD
MANAGING MEMBER owns more than 50% but less than 75%
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WILLIAM MICHAEL SHARP
CHIEF COMPLIANCE OFFICER AND VP OF FINANCE owns less than 5%
Custodians
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FIRST REPUBLIC BANK
United States