NORTHSTAR CAPITAL INC
Firm details
- Headquarters
- DERRY, New Hampshire
- CRD number
- 105925
- Website
- www.northstarcapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.95%
- Individuals16.05%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Northstar Capital Inc is a small, owner‑managed advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm’s stated preference is equity‑centric investing, with a pronounced use of exchange‑traded equities and ETFs as the backbone of client portfolios. Northstar acts as a capital allocator and also performs selection of other advisers, indicating it uses external sub‑advisors or third‑party managers where specialist capabilities are needed. Fee billing is percentage of assets under management, and the client base consists primarily of individual and family investors. Northstar does not identify as an active ESG investor, is not positioned as a multi‑state adviser, and does not advertise pension consulting or related adviser services.
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 Equities86%
- Private Funds7%
- Cash & Cash Equivalents6%
- Public Funds/Mutual Funds1%
Contacts
3 of 4WILLIAM RICH
Founder & PresidentCRD 2149559
STEPHANIE HALEY
Head of ComplianceCRD 6004305
Jonathan Hahn
Quantitative Investment AnalystCRD 7988977
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DERRY, NH
ROCKINGHAM
Location
DERRY, NH
Headquartered in DERRY, NH, 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
- ROCKINGHAM
- Address
- 16 Route 111
- Time zone
- ET (UTC-5)
- Office locations
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