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.
Guided by values
Guided by trust
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
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.