Northstar Asset Management Inc
● SEC registered since 1990CRD 107138SEC# 801-37897Boston, MA
Reg. AUM
$805.9M
Employees
15
Accounts
517
Location
Boston, MA
Northstar Asset Management Inc assets under management
Northstar Asset Management Inc operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1990. It reports $805.9 million in regulatory assets under management and employs 15 people.
Northstar Asset Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie N.w. Goodridge Control | Ceo, Founder | 50-75% | 1990 |
| Michelle S Graham Control | Chief Operating Officer/Chief Compliance Officer | Under 5% | 2025 |
| Nimrit Kaur Kang Control | Chief Investment Officer / Cfo | 25-50% | 2024 |
Frequently asked questions
How much does Northstar Asset Management Inc manage?
Northstar Asset Management Inc reports $805.9 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Asset Management Inc have?
Northstar Asset Management Inc reports 15 employees.
Where is Northstar Asset Management Inc located?
Northstar Asset Management Inc is based in Boston, MA and has been SEC-registered since 1990.
Does Northstar Asset Management Inc disclose fund performance?
Northstar Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Harris Avenue, Boston, MA 02130 |
| Phone | 617-522-2635 |
| Fax | 617-522-3165 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 869304 |
| Discloses disciplinary history | No |
Regulatory AUM
$805.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$805.9Mregulatory AUM
Discretionary $805.9M