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| NorthStar Asset Management Company LLC
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|---|---|
| CRD # | 328279 |
| SEC # | 801-129534 |
| CIK # | 0001597503, 0002011587, 0001671259, 0001132708, 0000869304 |
| AUM | $659.8 M (2026-03-27) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 484-342-4200 |
| Address | 488 Norristown Road Blue Bell, PA 19422 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 21.6 | ||
| Apple Inc | 17.8 | ||
| Microsoft Corp | 16.0 | ||
| Costco Wholesale Corp /NEW | 15.4 | ||
| TJX Companies Inc /DE/ | 14.5 | ||
| Linde PLC | 13.3 | ||
| Stryker Corp | 11.8 | ||
| Automatic Data Processing Inc | 10.4 | ||
| Eaton Corp Ltd | 9.4 | ||
| Home Depot Inc | 8.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 26.3 |
| (b) Individuals (high net worth individuals) | 99 | 633.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 659.8 |
| By Discretionary | ||
| Discretionary | 351 | 590.7 |
| Non-Discretionary | 28 | 69.1 |
| Total | 379 | 659.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 659.8 | |
| Total | 379 | 659.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000869304] | |
| 13F-HR | [0001132708] | |
| 10-K | [0001597503] | |
| 10-Q | [0001597503] | |
| 3 | [0001597503] | |
| 4 | [0001597503] | |
| 5 | [0001597503] | |
| 8-K | [0001597503] | |
| SC 13D | [0001597503] | |
| SC 13G | [0001597503] | |
| 3 | [0001671259] | |
| 13F-HR | [0002011587] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PAVE Investment Advisors LLC
✚
|
NY | 0.7 |
|
Allen Wealth Management LLC
✚
|
NC | 0.7 |
|
Banyan Tree Advisors PVT Ltd
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|
0.7 | |
|
Innovative Wealth Building LLC
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|
MD | 0.7 |
|
McGowan & Co LLP
✚
|
PA | 0.7 |
|
RBO & Co LLC
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|
CA | 0.7 |
|
Milestone Financial Associates LLC
✚
|
PA | 0.7 |
|
Westover Capital Advisors LLC
✚
|
DE | 0.7 |
|
Weber Asset Management Inc
✚
|
NY | 0.7 |
|
Xcelsior Advisor Partners LLC
✚
|
0.7 |