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| Keyboard |
| NorthStar Fiduciary Partners LLC
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|---|---|
| CRD # | 284994 |
| SEC # | 801-129423 |
| CIK # | |
| AUM | 1,274.6 M (2026-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 732-322-2570 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 3.6 |
| (b) Individuals (high net worth individuals) | 1 | 2.8 |
| (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 | 162 | 1,217.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 5 | 51.3 |
| (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 | 185 | 1,274.6 |
| By Discretionary | ||
| Discretionary | 161 | 747.0 |
| Non-Discretionary | 24 | 527.6 |
| Total | 185 | 1,274.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,274.6 | |
| Total | 185 | 1,274.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bigsur Wealth Management LLC
✚
|
FL | 1,281.8 M |
|
Capital Advantage Inc
✚
|
CA | 1,276.6 M |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1,276.5 M |
|
Pettinga Financial Advisors LLC
✚
|
IN | 1,275.8 M |
|
Urban Financial Advisory Corp
✚
|
IL | 1,275.4 M |
|
Promethos Capital LLC
✚
|
MA | 1,274.6 M |
|
KEB Asset Management LLC
✚
|
IL | 1,274.5 M |
|
Financial Council LLC
✚
|
MD | 1,270.7 M |
|
Palisade Asset Management LLC
✚
|
MN | 1,268.9 M |
|
Lexaurum Advisors LLC
✚
|
KS | 1,267.2 M |