Trunorth Capital Management, L.L.C.
● SEC registered since 2020CRD 165285SEC# 801-119211Kalamazoo, MI
Reg. AUM
$724.5M
Employees
4
Accounts
1,045
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 $724.5 million in regulatory assets under management and employs 4 people.
Trunorth Capital Management, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian J Mullally Control | Member, Relationship Manager | 25-50% | 2021 |
| Jean-Claude Schultz Morisset | Member | 5-10% | 2024 |
| Kevin Lee Miller Control | President, Ceo, And Chief Compliance Officer | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Trunorth Capital Management, L.L.C. manage?
Trunorth Capital Management, L.L.C. reports $724.5 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
| Address | 1090 North 10th Street, Suite 210, Kalamazoo, MI 49009 |
| Phone | 8774690446 |
| Fax | 8888012342 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$724.5M▲ 37%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$724.5Mregulatory AUM
Discretionary $724.5M