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True North Advisory

TRUE NORTH ADVISORY, LLC is a state-registered investment adviser with $232,897 in regulatory assets under management. The firm has 1 employee and 1 investment...

True North Advisory

TRUE NORTH ADVISORY, LLC is a state-registered investment adviser with $232,897 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Walter B. Kielholz

Founder & Managing Principal

David M. Kundert

Managing Principal

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at True North Advisory?

Walter B. Kielholz, founder and managing principal, oversees investment strategy. David M. Kundert serves as managing principal and handles day-to-day operations. The firm does not publish an investment committee structure.

How does True North Advisory source proprietary deal flow?

The firm relies on the principals' long-standing relationships in Swiss and global financial services, including former Swiss Re colleagues and co-investors. It also participates in club deals with other single-family offices in the New York and Zurich ecosystems.

What investment stages does True North Advisory typically target?

The firm targets direct co-investments in private credit, real estate, and infrastructure, primarily at the growth and value-add stages. It also maintains a hedge fund allocation as a liquidity sleeve.

Which sectors does True North Advisory explicitly avoid?

The firm does not invest in venture capital, early-stage technology, or listed equities. It avoids sectors with significant regulatory uncertainty, such as cannabis and cryptocurrency.

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