AdvisorCensus / Financial advisors / Pennsylvania / Philadelphia / Northstar Asset Management Company, LLC
Northstar Asset Management Company, LLC
Filed as NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
Northstar Asset Management Company, LLC is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.
Quick answers
From the filingHow is Northstar Asset Management Company, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Northstar Asset Management Company, LLC reports these compensation arrangements: a percentage of assets under its management.
What does Northstar Asset Management Company, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 27, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $5,000,000: 0.8% a year; Above $5,000,000: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Northstar Asset Management Company, LLC located?
Northstar Asset Management Company, LLC's principal office is in Blue Bell, PA, according to its Form ADV.
Is Northstar Asset Management Company, LLC registered with the SEC or a state?
Northstar Asset Management Company, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328279.
How much does Northstar Asset Management Company, LLC manage?
Northstar Asset Management Company, LLC reports $659,823,561 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (90% discretionary).
How have Northstar Asset Management Company, LLC's assets and staff changed since 2024?
In the Form ADV data for Northstar Asset Management Company, LLC: Regulatory assets under management: $567,779,719 in the October 2024 data and $659,823,561 in the October 2026 data, up 16%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Northstar Asset Management Company, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (62).
Which custodians does Northstar Asset Management Company, LLC use?
Northstar Asset Management Company, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and PNC Bank as custodians holding 10% or more of its separately managed account assets.
Does Northstar Asset Management Company, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328279
Does Northstar Asset Management Company, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 27, 2026 says: "NorthStar does not currently have or require a minimum household size or impose a minimum fee." "NorthStar generally provides investment advice to individuals, high net worth individuals, businesses and charitable organizations, pension and profit-sharing plans and trusts/estates and foundations. Prior to accepting and opening an account for a client, NorthStar must determine that there is a fit"
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1% |
| $2,000,000 to $5,000,000 | 0.8% |
| Above $5,000,000 | 0.7% |
The brochure's wording
Fees for investment management are tiered and calculated as a percentage of assets under management. Fees generally range from .70% to 1.00% on an annual basis and are paid quarterly, in advance, based on the account ’s closing market value for the current quarter .
First $2,000,000 1.00% Next $3,000,000 0.80% Assets over $5,000,000 0.70%
Account minimum: None
The brochure's wording
NorthStar does not currently have or require a minimum household size or impose a minimum fee.
NorthStar generally provides investment advice to individuals, high net worth individuals, businesses and charitable organizations, pension and profit-sharing plans and trusts/estates and foundations. Prior to accepting and opening an account for a client, NorthStar must determine that there is a fit
Minimum annual fee: None
The brochure's wording
NorthStar does not currently have or require a minimum household size or impose a minimum fee.
As stated in the firm's Form ADV Part 2A brochure dated March 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$659,823,561 as of October 2026, filing dated March 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 6. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $659,823,561 | 6 | March 27, 2026 |
| October 2025 | $617,171,729 | 6 | March 26, 2025 |
| October 2024 | $567,779,719 | 6 | March 27, 2024 |
Regulatory assets under management: $567,779,719 in the October 2024 data and $659,823,561 in the October 2026 data, up 16%.
Total employees: 6 in October 2024 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Northstar Asset Management Company, LLC (CRD 328279): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279