Northstar Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 11, 2026, reports $806M in regulatory assets under management, 15 employees, 5 offices, and 517 accounts.
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
108
2
Individuals
31.4%
61
3
Charitable
11.9%
23
4
Corporations
1.0%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$806Mas of March 11, 2026
Discretionary100.0%
$806M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$806M
Total Accounts517
10Y AUM Change+$511M (+172.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee13:1
10Y Employee Change+4 (+36.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.