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| NorthStar Asset Management Inc
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|---|---|
| CRD # | 107138 |
| SEC # | 801-37897 |
| CIK # | 0001132708, 0000869304, 0001597503, 0002011587, 0001671259 |
| AUM | 805.9 M (2026-03-11) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 617-522-2635 |
| Address | 2 Harris Avenue Boston, MA 02130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| 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) | 61 | 22.2 |
| (b) Individuals (high net worth individuals) | 108 | 618.7 |
| (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 | 23 | 159.2 |
| (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 | 2 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 517 | 805.9 |
| By Discretionary | ||
| Discretionary | 517 | 805.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 517 | 805.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.5 | |
| United States Persons | 798.5 | |
| Total | 517 | 805.9 |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Other | 12,967,514 | ||
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Option exercise | 204,971 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Other | 6,588,418 | ||
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Grant | 380,125 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Option exercise | 204,971 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Disposed to issuer | 383,813 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Tax withheld | 630,647 | $15.69 | 9,894,851 |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Option exercise | 77,502 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Disposed to issuer | 32,155 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Option exercise | 77,502 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Tax withheld | 182,332 | $15.69 | 2,860,789 |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Grant | 151,023 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Grant | 227,146 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Option exercise | 123,183 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Disposed to issuer | 50,415 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Option exercise | 123,183 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Tax withheld | 259,085 | $15.69 | 4,065,044 |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Tax withheld | 939,691 | $15.69 | 14,743,752 |
|
NorthStar Asset Management Group Inc NSAM
Common Stock
|
2017-01-10 | Option exercise | 307,457 | $0.00 | |
|
NorthStar Asset Management Group Inc NSAM
Performance Common Stock
|
2017-01-10 | Disposed to issuer | 575,719 | $0.00 | |
| showing 20 of 179 most recent transactions | |||||
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|---|---|---|
|
Nelson Capital Management LLC
✚
|
CA | 810.8 M |
|
CIM LLC
✚
|
NY | 804.3 M |
|
Francis Financial Inc
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|
NY | 803.2 M |
|
PSI Advisors LLC
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|
FL | 800.9 M |
|
Spectrum Financial Alliance Ltd LLC
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|
KY | 800.5 M |
|
Compton Wealth Advisory Group LLC
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|
VA | 800.3 M |
|
Carolina Wealth Management Inc
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|
NC | 798.5 M |
|
McRae Capital Management Inc
✚
|
NJ | 795.0 M |
|
Q3 Asset Management Corporation
✚
|
MI | 794.7 M |
|
BEAU Ventures LLC
✚
|
792.7 M |