{
  "crd_number": 328279,
  "slug": "northstar-asset-management-company-llc-blue-bell-pa-328279",
  "primary_business_name": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC",
  "legal_name": "NORTHSTAR ASSET MANAGEMENT COMPANY, LLC",
  "dbas": [],
  "city": "Blue Bell",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-16",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 659823561.0,
  "raum_discretionary": 590712600.0,
  "raum_non_discretionary": 69110961.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 26298736.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 633524825.0,
      "count": 99
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MD",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX",
    "VT"
  ],
  "websites": [
    "https://northstarmgt.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328279",
  "city_as_filed": "BLUE BELL",
  "url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279",
  "display_name": "Northstar Asset Management Company, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Northstar Asset Management Company, LLC (CRD 328279): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Northstar Asset Management Company, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Northstar Asset Management Company, LLC charge?",
      "a": "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."
    },
    {
      "q": "Where is Northstar Asset Management Company, LLC located?",
      "a": "Northstar Asset Management Company, LLC's principal office is in Blue Bell, PA, according to its Form ADV."
    },
    {
      "q": "Is Northstar Asset Management Company, LLC registered with the SEC or a state?",
      "a": "Northstar Asset Management Company, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328279."
    },
    {
      "q": "How much does Northstar Asset Management Company, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Northstar Asset Management Company, LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Northstar Asset Management Company, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (99); individuals (other than high net worth individuals) (62)."
    },
    {
      "q": "Which custodians does Northstar Asset Management Company, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Northstar Asset Management Company, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Northstar Asset Management Company, LLC state an account minimum?",
      "a": "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\""
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 567779719.0,
      "total_employees": 6,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 617171729.0,
      "total_employees": 6,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 659823561.0,
      "total_employees": 6,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "0.8%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.7%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "NorthStar does not currently have or require a minimum household size or impose a minimum fee."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 2000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 2000000.0,
          "max": 5000000.0,
          "rate_pct": 0.8
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.7
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": []
    },
    "quotes": [
      "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%",
      "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",
      "NorthStar does not currently have or require a minimum household size or impose a minimum fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "PNC Bank",
      "name_as_filed": "PNC BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 26298736.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 99,
      "fewer_than_5": false,
      "raum": 633524825.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/328279",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}