On July 14, 2025, True North Advisors announced that it acquired Blue Investment Partners.
True North Advisors (“True North”) announced, on July 14, 2025, that it acquired Blue Investment Partners (“Blue Investment”). Under the terms of the transaction, which closed on June 30, 2025, Blue Investment’s team will be integrated into True North. Further terms of the deal were not disclosed.
True North, based in Dallas, Texas, is a registered investment advisor and privately-owned multi-family office serving families, business owners and entrepreneurs. As of June 2025, True North had $5.1 billion in assets under management.
Blue Investment, based in Danville, California, is a registered investment advisor offering wealth management and investment advisory services. Blue Investment has approximately $353 million in assets under management. Turkey Hill Management advised Blue Investment on the transaction.
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