On September 19, 2024, True North Advisors, LLC announced that it acquired Clear Rock Advisors, LLC.
True North Advisors, LLC (“True North”) announced that it acquired Clear Rock Advisors, LLC (“Clear Rock”) in a deal that closed September 17, 2024. Further terms of the deals 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 August 2024, True North had $3.9 billion in assets under management.
Clear Rock, based in Dallas, Texas, is a registered investment advisor that provides wealth and investment managements services. As of August 2024, Clear Rock had approximately $470 million in assets under management.
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