NORTHSTAR ASSET MANAGEMENT, INC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 107138
- Registered since
- December 7, 1990
- Website
- northstarasset.com
- Custodians
- MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.77%
- Charitable Organizations19.76%
- Individuals2.76%
- Corporations / Businesses0.72%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Northstar Asset Management, Inc. is an independently owned, SEC-registered registered investment adviser that has been operating since 1990. The firm charges fees as a percentage of assets under management and acts as a capital allocator, sourcing third‑party managers and funds in addition to managing client portfolios directly. Its client base includes both individuals and families and institutional investors. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, selection of outside advisers, periodic publications, and educational seminars or workshops. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- US Government Bonds17%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
- Other5%
Owners & executives
3 of 3MICHELLE GRAHAM
Chief Operating OfficerCRD 2936036
NIMRIT KANG
Co-Chief Investment OfficerCRD 6709042
JULIE GOODRIDGE
Founder & CEOCRD 1226812
Contacts
3 of 6Tenzing Tashishar
Investment Research AnalystCRD 8193122
Paige Ryan
Investment AdvisorCRD 7046738
JEREMIAH GALLINGTON
Investment AdvisorCRD 6062321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$53.4M in ETFs
52%
$27.7M
0%
$25.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ESG MSCI KLD 400 ETF (DSI) | BlackRock | $25.7M | 212,270 | 48.19% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 2 Harris Ave
- Time zone
- ET (UTC-5)
- Office locations
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