RIA Intel›Advisers›New Jersey›NORTHSTAR ASSET MANAGEMENT LLC

NORTHSTAR ASSET MANAGEMENT LLC

Advisory

N·BERKELEY HEIGHTS, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$348M
1-Year AUM Growth
+44.9%
3-Year CAGR
+22.4%
Employees
8
Assets Under Management
Total AUM$348M
Discretionary AUM$348M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients481
Team
Total Employees8
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingJan 9, 2004
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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