RIA Intel›Advisers›Pennsylvania›NORTHSTAR ASSET MANAGEMENT LLC

NORTHSTAR ASSET MANAGEMENT LLC

Advisory

N·BLUE BELL, PA

Data as of Apr 3, 2023 · Source: SEC Form ADV

Total AUM

$467M

1-Year AUM Growth

-25.6%

3-Year CAGR

+3.1%

Employees

2

Assets Under Management

Total AUM$467M

Discretionary AUM$408M

Non-Discretionary AUM$60M

Discretionary %87.3%

Total Clients—

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record35

First FilingMar 29, 2001

Latest FilingApr 3, 2023

🔒 Full AUM trend chart and 35 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTHSTAR ASSET MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.