{
  "crd_number": 284994,
  "slug": "northstar-fiduciary-partners-llc-284994",
  "primary_business_name": "NORTHSTAR FIDUCIARY PARTNERS, LLC",
  "legal_name": "NORTHSTAR FIDUCIARY PARTNERS, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-01-25",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 1274620948.0,
  "raum_discretionary": 746992419.0,
  "raum_non_discretionary": 527628529.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 3600000.0,
      "count": 17
    },
    "state_municipal": {
      "raum": 51268535.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 1216952413.0,
      "count": 162
    },
    "high_net_worth_individuals": {
      "raum": 2800000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "NJ"
  ],
  "websites": [
    "https://nsfpllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284994",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/northstar-fiduciary-partners-llc-284994",
  "display_name": "Northstar Fiduciary Partners, LLC",
  "summary": "Northstar Fiduciary Partners, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Northstar Fiduciary Partners, LLC (CRD 284994): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Northstar Fiduciary Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Northstar Fiduciary Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Northstar Fiduciary Partners, LLC registered with the SEC or a state?",
      "a": "Northstar Fiduciary Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284994."
    },
    {
      "q": "How much does Northstar Fiduciary Partners, LLC manage?",
      "a": "Northstar Fiduciary Partners, LLC reports $1,274,620,948 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (59% discretionary)."
    },
    {
      "q": "How have Northstar Fiduciary Partners, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Northstar Fiduciary Partners, LLC: Regulatory assets under management: $771,692,414 in the October 2024 data and $1,274,620,948 in the October 2026 data, up 65%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Northstar Fiduciary Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (162); individuals (other than high net worth individuals) (17); state or municipal government entities (including government pension plans) (5)."
    },
    {
      "q": "Which custodians does Northstar Fiduciary Partners, LLC use?",
      "a": "Northstar Fiduciary Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust, Charles Schwab & Co., Inc., Empower Trust Company LLC and John Hancock Distributors LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Northstar Fiduciary Partners, 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/284994"
    },
    {
      "q": "What changed in Northstar Fiduciary Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,145,519,500 to $1,274,620,948 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 771692414.0,
      "total_employees": 2,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1145519500.0,
      "total_employees": 2,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1274620948.0,
      "total_employees": 2,
      "filing_date": "2026-04-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,145,519,500 to $1,274,620,948 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Ascensus Trust",
      "name_as_filed": "ASCENSUS TRUST",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Trust Company LLC",
      "name_as_filed": "EMPOWER TRUST COMPANY LLC",
      "affiliated": false
    },
    {
      "name": "John Hancock Distributors LLC",
      "name_as_filed": "JOHN HANCOCK DISTRIBUTORS LLC",
      "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-fiduciary-partners-llc-284994.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 17,
      "fewer_than_5": false,
      "raum": 3600000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2800000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 162,
      "fewer_than_5": false,
      "raum": 1216952413.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 51268535.0
    }
  ],
  "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/284994",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}