William Sharp is a control person of True North Advisors and directly owns under 5% of it.
True North Advisors is an investment adviser based in Dallas, TX, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $5.42 billion, as filed on 16 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7090977
- Firm
- True North Advisors · CRD 116048
- Role
- Chief Compliance Officer and MD of Finance
- In role since
- January 2018 · 8 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Dallas, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does William Sharp work?
William Sharp has been Chief Compliance Officer and MD of Finance of True North Advisors, LLC since January 2018, and is a control person of the firm.
How can I verify William Sharp’s record?
William Sharp’s role is listed on True North Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 116048.
