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| Happy Holidays!! thanks for using AUM13F!! |
| NorthStar Asset Management LLC
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| CRD # | 129112 |
| SEC # | 801-121388 |
| CIK # | 0001132708, 0002011587, 0001597503, 0000869304, 0001671259 |
| AUM | $283.6 M (2025-03-25) |
| Employees | 9 (78% Investors, 33% Brokers) |
| Phone | 908-850-9991 |
| Address | 200 Connell Drive Berkeley Heights, NJ 07922 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.2 | ||
| Costco Wholesale Corp /NEW | 17.1 | ||
| Automatic Data Processing Inc | 16.8 | ||
| Stryker Corp | 15.9 | ||
| Unilever PLC | 15.8 | ||
| Intuit Inc | 15.7 | ||
| Apple Inc | 15.6 | ||
| Alphabet Inc | 15.5 | ||
| Linde PLC | 15.3 | ||
| TJX Companies Inc /DE/ | 14.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 358 | 92.5 |
| (b) Individuals (high net worth individuals) | 67 | 183.3 |
| (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 | 51 | 5.8 |
| (h) Charitable organizations | 2 | 1.0 |
| (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 | 3 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,013 | 283.6 |
| By Discretionary | ||
| Discretionary | 1,013 | 283.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,013 | 283.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 283.6 | |
| Total | 1,013 | 283.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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] |
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|---|---|---|
|
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CA | 0.3 |
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Carswell Investments LLC
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NY | 0.3 |
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American Wealth Management Inc
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GA | 0.3 |
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Smith Brown & Groover Inc
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GA | 0.3 |
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Mid-American Wealth Advisory Group Inc
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MO | 0.3 |
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Wealth Analytics Partners LLC
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CA | 0.3 |
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Crescent Advisor Group Inc
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TX | 0.3 |
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ITS Asset Management LP
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CT | 0.3 |
|
Hergenroeder Financial Advisors Inc
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MD | 0.3 |
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Bradley Wealth LLC
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AZ | 0.3 |