AdvisorGrade
Fee-onlyFiduciaryNo reported disclosuresLocal

Northstar Asset Management Company, LLC

Northstar Asset Management Company, LLC is a fee-only, SEC-registered investment adviser in Blue Bell, Pennsylvania, registered with the SEC since 2024, managing approximately $660M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #328279 · SEC #801-129534 · SEC-registered since 2024 (2 yrs) · Last filing data January 1, 2026

AUM
$660M

as of 2026

Fee model
Fee-only

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
6

2 advisers

Assets per adviser

$330Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm runs leaner (more assets per adviser).

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Overview

AI-generated summary

Northstar Asset Management Company, LLC is a fee-only, SEC-registered investment adviser based in Blue Bell, Pennsylvania. It reported approximately $660M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
328279
SEC #
801-129534
Headquarters
Blue Bell, PA
Employees
6

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-only — the firm reports being paid by clients (e.g. a percentage of assets) and not through commissions.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$660M
Assets under management by year
YearReported AUM
2026$660M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Northstar Asset Management Company, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Northstar Asset Management Company, LLC a fiduciary?+

Yes. Northstar Asset Management Company, LLC is an SEC-registered investment adviser (CRD #328279), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Northstar Asset Management Company, LLC compensated?+

Northstar Asset Management Company, LLC reports a fee-only compensation model on its Form ADV. Fee-only advisers are paid by their clients (for example, a percentage of assets managed) and do not earn commissions. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Northstar Asset Management Company, LLC manage?+

Northstar Asset Management Company, LLC reported approximately $660M in regulatory assets under management as of its most recent Form ADV filing.

Does Northstar Asset Management Company, LLC have any disclosures?+

Northstar Asset Management Company, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Northstar Asset Management Company, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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