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NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279File 801-129534
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$659.8M
Above cohort median (national)
Discretionary AUM
$590.7M
Non-discretionary $69.1M
Clients
161
379 accounts
Employees
6
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 16, 2024
- Principal office
- 488 NORRISTOWN ROAD, SUITE 142, BLUE BELL, PA, 19422
- Phone
- 484-342-4200
- Website
- https://northstarmgt.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $659.8M
- Discretionary AUM
- $590.7M
- Non-discretionary AUM
- $69.1M
- Discretionary accounts
- 351
- Non-discretionary accounts
- 28
- Total accounts
- 379
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 99 | $633.5M |
| Individuals (other than high net worth individuals) | 62 | $26.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.