Northstar Asset Management LLC
● SEC registered since 2021CRD 129112SEC# 801-121388Berkeley Heights, NJ
Reg. AUM
$347.9M
Employees
10
Accounts
1,072
Location
Berkeley Heights, NJ
Northstar Asset Management LLC assets under management
Northstar Asset Management LLC is an SEC-registered investment adviser based in Berkeley Heights, NJ. The firm has been registered since 2021. It reports $347.9 million in regulatory assets under management and employs 10 people.
Northstar Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Peters Control | Chief Compliance Officer/Chief Executive Officer | Under 5% | 2022 |
| Cascd Group, LLC | Owner | Over 75% | 2021 |
| Andrew Peters Control | Member | 25-50% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Northstar Asset Management LLC manage?
Northstar Asset Management LLC reports $347.9 million in regulatory assets under management on its Form ADV.
How many employees does Northstar Asset Management LLC have?
Northstar Asset Management LLC reports 10 employees.
Where is Northstar Asset Management LLC located?
Northstar Asset Management LLC is based in Berkeley Heights, NJ and has been SEC-registered since 2021.
Does Northstar Asset Management LLC disclose fund performance?
Northstar Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Connell Drive, Suite 1000, Berkeley Heights, NJ 07922 |
| Phone | 908-850-9991 |
| Fax | 908-845-0341 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 2011587 |
| Discloses disciplinary history | No |
Regulatory AUM
$347.9M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$347.9Mregulatory AUM
Discretionary $347.9M