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| NorthStar Asset Management LLC
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|---|---|
| CRD # | 129112 |
| SEC # | 801-121388 |
| CIK # | 0001597503, 0002011587, 0001671259, 0001132708, 0000869304 |
| AUM | $347.9 M (2026-03-31) |
| Employees | 10 (80% Investors, 30% Brokers) |
| Phone | 908-850-9991 |
| Address | 200 Connell Drive Berkeley Heights, NJ 07922 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 102.2 |
| (b) Individuals (high net worth individuals) | 95 | 243.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 57 | 2.0 |
| (h) Charitable organizations | 1 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,072 | 347.9 |
| By Discretionary | ||
| Discretionary | 1,072 | 347.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,072 | 347.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 347.9 | |
| Total | 1,072 | 347.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000869304] | |
| 13F-HR | [0001132708] | |
| 10-K | [0001597503] | |
| 10-Q | [0001597503] | |
| 3 | [0001597503] | |
| 4 | [0001597503] | |
| 5 | [0001597503] | |
| 8-K | [0001597503] | |
| SC 13D | [0001597503] | |
| SC 13G | [0001597503] | |
| 3 | [0001671259] | |
| 13F-HR | [0002011587] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arlen Capital LLC
✚
|
RI | 0.3 |
|
Gainline Financial Partners LLC
✚
|
MN | 0.3 |
|
Carbon Collective Investing LLC
✚
|
CA | 0.3 |
|
Opal Capital LLC
✚
|
FL | 0.3 |
|
Elliott Cove Capital Management LLC
✚
|
WA | 0.3 |
|
Smartharvest Portfolios LLC
✚
|
0.3 | |
|
WAFD Wealth Inc
✚
|
WA | 0.3 |
|
American Retirement Planning Group Inc
✚
|
NV | 0.3 |
|
Michels Family Financial LLC
✚
|
TX | 0.3 |
|
United Financial Planning Group LLC
✚
|
NY | 0.3 |