← Directory
NORTHSTAR ASSET MANAGEMENT, INC
CRD 107138File 801-37897
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$805.9M
Above cohort median (national)
Discretionary AUM
$805.9M
Clients
194
517 accounts
Employees
15
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 7, 1990
- Principal office
- 2 HARRIS AVENUE, BOSTON, MA, 02130
- Phone
- 617-522-2635
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $805.9M
- Discretionary AUM
- $805.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 517
- Non-discretionary accounts
- 0
- Total accounts
- 517
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.8M |
| Charitable organizations | 23 | $159.2M |
| High net worth individuals | 108 | $618.7M |
| Individuals (other than high net worth individuals) | 61 | $22.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.