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NORTHSTAR FIDUCIARY PARTNERS, LLC
CRD 284994File 801-129423
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$747.0M
Non-discretionary $527.6M
Clients
185
185 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 25, 2024
- Principal office
- Not reported
- Phone
- 732-322-2570
- Website
- http://www.nsfpllc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $747.0M
- Non-discretionary AUM
- $527.6M
- Discretionary accounts
- 161
- Non-discretionary accounts
- 24
- Total accounts
- 185
- AUM per client
- $6.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $2.8M |
| Pension and profit sharing plans | 162 | $1.22B |
| State or municipal government entities | 5 | $51.3M |
| Individuals (other than high net worth individuals) | 17 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.