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Trunorth Capital Management, L.L.C.

● SEC registered since 2020CRD 165285SEC# 801-119211Kalamazoo, MI
Export (members)
Reg. AUM
$530.6M
Employees
4
Accounts
922
Location
Kalamazoo, MI

Trunorth Capital Management, L.L.C. assets under management

Trunorth Capital Management, L.L.C. is an investment advisory firm registered with the SEC based in Kalamazoo, MI. The firm has been registered since 2020. It reports $530.6 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/trunorth-capital-management-llcView on SEC.gov ↗

Trunorth Capital Management, L.L.C. owners & executives

4 reported
NameTitleOwnershipSince
Brian J Mullally ControlMember, Relationship Manager25-50%2021
Jean-Claude Schultz MorissetMember5-10%2024
Kevin Lee Miller ControlPresident, Ceo, And Chief Compliance Officer25-50%2021
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Frequently asked questions

How much does Trunorth Capital Management, L.L.C. manage?

Trunorth Capital Management, L.L.C. reports $530.6 million in regulatory assets under management on its Form ADV.

How many employees does Trunorth Capital Management, L.L.C. have?

Trunorth Capital Management, L.L.C. reports 4 employees.

Where is Trunorth Capital Management, L.L.C. located?

Trunorth Capital Management, L.L.C. is based in Kalamazoo, MI and has been SEC-registered since 2020.

Does Trunorth Capital Management, L.L.C. disclose fund performance?

Trunorth Capital Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1090 North 10th Street, Suite 210, Kalamazoo, MI 49009
Phone8774690446
Fax8888012342
Office hours9a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$530.6M
Non-discretionary$0
Total (RAUM)$530.6M