DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Trunorth

Former SEC-registered adviserOakdale, MinnesotaCRD 135616SEC 801-66614IAPD
Legal name Tnjourney LLC
Latest filing Apr 8, 2013
First filing on the tape Mar 23, 2012 · 7 filings
RAUM
$243M
reported, Item 5.F
Discretionary
89%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
6 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$243M as of Mar 28, 2013
Mar 23, 2012$152M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 28, 2013
Mar 23, 20120 then
Employees (5.A): 8
Private funds: no history
RAUM +60% over the last fiscal yearIARs 0 to 1
Practice profile
derived from the filing of Apr 8, 2013; every figure names its basis
RAUM per advisor
$243MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$319,381derivedRAUM over accounts (5.F.2.f)
Discretionary
89%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
8.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+60%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, otherreportedItem 5.G
Custody
$6.8M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
762reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
$6.8M for 1 clientsreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Joined, latest
Every departureEvery arrival
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Jon Peter Rekstad · Managing Member/ Principal / Chief Compliance Officercontrol
    since 09/2010 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 510 to 762
    Dec 13, 2012 to Mar 28, 2013
  • Advisory employees · 3 to 6
    Dec 13, 2012 to Mar 28, 2013
  • Assets in custody · $6.0M to $6.8M
    Dec 13, 2012 to Mar 28, 2013
  • Employees · 4 to 8
    Dec 13, 2012 to Mar 28, 2013
  • Discretionary RAUM · $140M to $217M
    Dec 13, 2012 to Mar 28, 2013
  • Non-discretionary RAUM · $12.0M to $25.9M
    Dec 13, 2012 to Mar 28, 2013
  • RAUM · $152M to $243M
    Dec 13, 2012 to Mar 28, 2013
  • Advisory employees · unset to 3.0
    Jun 11, 2012 to Dec 4, 2012
  • Employees · unset to 4.0
    Jun 11, 2012 to Dec 4, 2012
  • State-registered IARs · 0 to 1
    Jun 11, 2012 to Dec 4, 2012
  • Assets in custody · unset to 6000000.0
    Mar 23, 2012 to May 25, 2012
  • Custody of client assets · false to true
    Mar 23, 2012 to May 25, 2012
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026