Northstar Fiduciary Partners, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 1, 2026, reports $1.3B in regulatory assets under management, 2 employees, and 185 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 87.6% of total clients.
Top client categories% of clientsClients
1
Pension Plans
87.6%
162
2
Individuals
9.2%
17
3
Government
2.7%
5
4
HNWI
0.5%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 1, 2026
Discretionary58.6%
$747M
59% of total RAUM58.6%
Non-discretionary41.4%
$528M
41% of total RAUM41.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts185
10Y AUM Change+$823M (+182.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee93:1
10Y Employee Change-1 (-33.3%)
* 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.