NORTHSTAR CAPITAL

RIASEC RegisteredEst. 2012
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$170M
Accounts
6
Employees
17
Advisory reps
4

Firm details

Headquarters
MINNEAPOLIS, Minnesota
CRD number
158003
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northstar Capital is organized as an individual-owned limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm serves primarily as sponsor, general partner and managing member for the funds it runs, acting as portfolio manager for those pooled vehicles. Its fee schedule includes both a percentage-of-assets component and performance-based fees, indicating the use of typical private fund economics (management fees plus carried interest or incentive fees). Investment activity centers on closed-end, privately negotiated strategies rather than broad public markets. Northstar Capital is registered with the SEC (since 2012) and describes itself as an active ESG investor, which suggests ESG considerations are incorporated into its screening, deal diligence and ongoing portfolio monitoring for its private fund investments. The firm’s charter and reported activities emphasize fund formation and active management of private capital rather than retail advisory or wealth-management services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • TIMOTHY DUFFY

    Partner, CFO and COOCRD 4757521

Contacts

3 of 3
  • BRIAN SCHNEIDER

    Managing PartnerCRD 6469103

  • CHRISTOPHER KOCOUREK

    Managing PartnerCRD 4473981

  • DOUGLAS MARK

    Managing PartnerCRD 6015706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MINNEAPOLIS, MN

HENNEPIN

Location

MINNEAPOLIS, MN

Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
311 7th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth