# Northstar Investment Partners

> Northstar Investment Partners is a state-registered investment advisory firm in Alpharetta, GA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 340596
- Filed as: NORTHSTAR INVESTMENT PARTNERS
- Legal name: Stoehr Advice LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Alpharetta, GA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340596
- AdvisorCensus page: https://advisorcensus.com/firm/northstar-investment-partners-alpharetta-ga-340596

## Quick answers

**How is Northstar Investment Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Northstar Investment Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Northstar Investment Partners located?**
Northstar Investment Partners' principal office is in Alpharetta, GA, according to its Form ADV.

**Is Northstar Investment Partners registered with the SEC or a state?**
Northstar Investment Partners is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340596.

**How much does Northstar Investment Partners manage?**
Northstar Investment Partners reports $37,500,000 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does Northstar Investment Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78).

**Does Northstar Investment Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340596

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,500,000
- Discretionary: $37,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $37,500,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- northstarinvestments.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northstar Investment Partners (CRD 340596): Form ADV filing data as of October 2026.