Investment adviser · CRD 132848

OLD NORTH ADVISORS, LLC

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed May 13, 2015

Regulatory AUM
$228M
Form ADV · Item 5.F
Client accounts
321
Accounts, not individual clients
Employees
0
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 13, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

24 FEDERAL STREET
BOSTON, MA, 02110-2500, United States

CRD 132848

Filing source

Form ADV 918470 · May 13, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.