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| The NorthStar Group Inc
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|---|---|
| CRD # | 110409 |
| SEC # | 801-41169 |
| CIK # | 0001631408, 0001546992 |
| AUM | 1,008.5 M (2026-03-24) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 212-883-9595 |
| Address | 405 Lexington Ave New York, NY 10174 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 38.1 | ||
| Alphabet Inc | 30.5 | ||
| Costco Wholesale Corp /NEW | 21.7 | ||
| Alphabet Inc | 21.0 | ||
| Amazon Com Inc | 18.1 | ||
| Facebook Inc | 14.0 | ||
| Arch Capital Group Ltd | 12.6 | ||
| Johnson & Johnson | 10.1 | ||
| Wal Mart Stores Inc | 6.8 | ||
| American Express Co | 6.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 20.2 |
| (b) Individuals (high net worth individuals) | 199 | 969.1 |
| (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 | 4 | 10.0 |
| (h) Charitable organizations | 1 | 7.5 |
| (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 | 1 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 1,008.5 |
| By Discretionary | ||
| Discretionary | 677 | 1,008.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 677 | 1,008.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,008.5 | |
| Total | 677 | 1,008.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001546992] | |
| 13F-HR | [0001631408] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peak Asset Management LLC
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CO | 1,011.1 M |
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CA | 1,008.3 M |
|
AIRE Advisors LLC
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CA | 1,006.4 M |
|
West Paces Advisors Inc
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|
Great Hill Capital LLC
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|
1,006.2 M | |
|
PYA Waltman Capital LLC
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|
TN | 1,006.0 M |
|
McGlone Suttner Wealth Management Inc
✚
|
WI | 1,005.9 M |
|
Corbyn Investment Management Inc
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|
MD | 1,005.5 M |