# 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.

- CRD: 328279
- Filed as: NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328279
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-asset-management-company-llc-blue-bell-pa-328279

## Quick answers

**How 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.

**How much does Northstar Asset Management Company, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- 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 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

> 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

> NorthStar does not currently have or require a minimum household size or impose a minimum fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- PNC Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $659,823,561
- Discretionary: $590,712,600
- Non-discretionary: $69,110,961

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $26,298,736 |
| High net worth individuals | 99 | $633,524,825 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MD, NH, NJ, NY, PA, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northstarmgt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $567,779,719 | 6 | March 27, 2024 |
| October 2025 | $617,171,729 | 6 | March 26, 2025 |
| October 2026 | $659,823,561 | 6 | March 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Asset Management Company, LLC (CRD 328279): Form ADV filing data as of October 2026.