NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

Overview

Northstar Asset Management Company, LLC is a limited liability company focused on fee-based portfolio management for individual and family clients and small businesses. The firm is SEC-registered (2024) and structured with an individual owner. Its client base is concentrated on individuals and families, and it charges a percentage-of-AUM advisory fee. Northstar does not present itself as a capital allocator or a pension consultant, and it is not identified as an active ESG investor. Investment activity centers on liquid, exchange-traded exposures alongside select allocations to externally managed alternatives. The firm manages both discretionary and non-discretionary relationships, with a clear operational emphasis on direct portfolio management rather than multi-state or large institutional advisory work.

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Public Holdings

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Location & Offices