Northstar Fiduciary Partners, LLC
● SEC registered since 2024CRD 284994SEC# 801-129423
Reg. AUM
$1.27B
Employees
2
Accounts
185
Location
—
Northstar Fiduciary Partners, LLC assets under management
Northstar Fiduciary Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $1.3 billion in regulatory assets under management and employs 2 people.
Northstar Fiduciary Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Bruce Berdoff Control | Managing Member, Principal & Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Northstar Fiduciary Partners, LLC manage?
Northstar Fiduciary Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Northstar Fiduciary Partners, LLC have?
Northstar Fiduciary Partners, LLC reports 2 employees.
Does Northstar Fiduciary Partners, LLC disclose fund performance?
Northstar Fiduciary Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 732-322-2570 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.27B▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $747MNon-discretionary $527.6M