Northstar Asset Management Company, LLC
● SEC registered since 2024CRD 328279SEC# 801-129534Blue Bell, PA
Reg. AUM
$659.8M
Employees
6
Accounts
379
Location
Blue Bell, PA
Northstar Asset Management Company, LLC assets under management
Northstar Asset Management Company, LLC is a registered investment adviser overseen by the SEC based in Blue Bell, PA. The firm has been registered since 2024. It reports $659.8 million in regulatory assets under management and employs 6 people.
Northstar Asset Management Company, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerard Carson Control | Chief Executive Officer | Over 75% | 2024 |
| Kristen Michele Hannan Control | Vice President And Director Of Client Relations | Under 5% | 2024 |
| William Thomas Kaeli Jr Control | Vice President And Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Northstar Asset Management Company, LLC manage?
Northstar Asset Management Company, LLC reports $659.8 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Asset Management Company, LLC have?
Northstar Asset Management Company, LLC reports 6 employees.
Where is Northstar Asset Management Company, LLC located?
Northstar Asset Management Company, LLC is based in Blue Bell, PA and has been SEC-registered since 2024.
Does Northstar Asset Management Company, LLC disclose fund performance?
Northstar Asset Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 488 Norristown Road, Suite 142, Blue Bell, PA 19422 |
| Phone | 484-342-4200 |
| Fax | 484-342-4201 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$659.8M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$659.8Mregulatory AUM
Discretionary $590.7MNon-discretionary $69.1M