The Northstar Group, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 110409
- Registered since
- April 6, 1992
- Website
- thenorthstargroupinc.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.09%
- Individuals2.01%
- Pension & Profit Sharing Plans0.99%
- Charitable Organizations0.75%
- Corporations / Businesses0.16%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Northstar Group, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1992. The firm serves both individual and family clients as well as institutional accounts, offering portfolio management for individuals and small businesses alongside pension consulting services. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm identifies equity investing as its primary preference and does not describe itself 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 Equities75%
- Public Funds/Mutual Funds23%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Jeffrey Dziegielewski
Director, Investment ResearchCRD 5796928
Linda Ray
Vice PresidentCRD 711950
Joshua Garcia
Investment Research AssociateCRD 6127310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$386M in ETFs
95%
$366M
<1%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $89.9M | 242,961 | 23.32% |
Location
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
- 405 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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