Investment adviser · CRD 165285
TRUNORTH CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
TRUNORTH CAPITAL MANAGEMENT, L.L.C.
KALAMAZOO, MI, United States · Form ADV filed May 28, 2026
- Regulatory AUM
- $725M Form ADV · Item 5.F
- Client accounts
- 1,045 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 167 | $632,737,271 | 87.3% |
| Individuals | 175 | $55,540,137 | 7.7% |
| Retirement plans | 7 | $27,759,089 | 3.8% |
| Charities | Fewer than 5 | $7,348,704 | 1.0% |
| Corporations & businesses | Fewer than 5 | $1,148,580 | 0.2% |
Filing source
Form ADV 2109007 · May 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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 28, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Fixed
Principal office
1090 NORTH 10TH STREET, SUITE 210KALAMAZOO, MI, 49009, United States
CRD 165285
Filing source
Form ADV 2109007 · May 28, 2026 · 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.