True North Advisors Expands to Bay Area with Acquisition

We are proud to announce our acquisition of Blue Investment Partners, deepening True North’s presence in California and enhancing our ability to serve clients across key markets.

Independent Wealth-Advisory and Multi‑Family Office

Founded in 2000, True North Advisors is a privately held multi-family office and wealth management business serving business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory services. The firm also oversees Western Alternative Strategies, a growing institutional alternative investment platform. As of June 30, 2025, True North manages over $5.1B+1 in AUM. We have offices located throughout Texas, including Austin, Dallas, Fort Worth, and Kerrville, with additional locations in Danville and Los Angeles, CA and New York City Metro.

True North Advisors mosaic square

Guided by values

True North Advisors mosaic square

Guided by trust

True North Advisors mosaic square

Guided by expertise

Entrepreneurial at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation.

$5.1B+1

Assets Under Management

164

Cumulative Years of Wealth Planning & Advisement

Focused Wealth

We serve as your strategic partner to deliver guidance through objectivity, intelligent counsel and transparency.

$912M+2

in Alternative Public & Private Market Investments

250+

Private/Alternative Investment Opportunities Vetted Annually

Investment Philosophy

Our investment approach is proactive; not reactive. Adding the right public and private investments to portfolios results in higher returns and lower volatility over time.

1400

Investment Reviews Annually

130

Cumulative Years in Private Investment Experience

115

Tailored Investment Strategies

32

Countries Represented in Investment Portfolio

Global Scale & Expertise

We provide our clients access to institutional services & private investments to build diversified portfolios across various asset classes.

Delivering a focused advisory approach with an entrepreneurial edge.

News & Insights

True North Bay Area

07.14.2025

True North Advisors Expands to Bay Area with Blue Investment Partners Acquisition

True North Advisors has acquired Blue Investment Partners, a respected firm based in Danville, CA, with $353M in AUM as of June 30, 2025.