NORTHSTAR CAPITAL FUNDS, LLC

RIASEC RegisteredEst. 2006
Total AUM
$83.3M
Discretionary
$83.3M
100% of AUM
Avg account
$83.3M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
138526
Registered since
February 1, 2006
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northstar Capital Funds, LLC is a single-manager hedge fund adviser organized as an LLC and registered with the SEC in 2006. The firm acts as sponsor, general partner and managing member for its pooled investment vehicle and focuses on managing hedge fund strategies for institutional clients. Its fee model combines a percentage-of-assets charge with performance-based fees, reflecting an active, return-driven mandate typical of hedge funds rather than a passive advisory stance. The firm does not position itself as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. It is not structured as a capital allocator to broad third-party portfolios but does use third-party alternative managers for specific private placement opportunities, supplementing the firm’s internally managed pooled vehicle.

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
  • LEE PERETZMAN

    CFO & Chief Compliance OfficerCRD 5072226

Contacts

2 of 2
  • MICHAEL ZUCKER

    Managing MemberCRD 1272748

  • LAWRENCE FREITAG

    Managing MemberCRD 1792923

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
500 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth