Northstar Asset Management Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated March 27, 2026, reports $660M in regulatory assets under management, 6 employees, and 379 accounts.
Assets Under Management
$660M
Employees
6
Offices
--
Total Clients
161
Primary office
BLUE BELL, PA
488 NORRISTOWN ROAD, SUITE 142, BLUE BELL, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.5% of total clients.
Top client categories% of clientsClients
1
HNWI
61.5%
99
2
Individuals
38.5%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$660Mas of March 27, 2026
Discretionary89.5%
$591M
90% of total RAUM89.5%
Non-discretionary10.5%
$69M
10% of total RAUM10.5%
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$660M
Total Accounts379
10Y AUM Change+$92M (+16.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* 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.