RIA Intel›Advisers›Connecticut›NORTHSTAR PORTFOLIO INVESTMENTS, LLC

NORTHSTAR PORTFOLIO INVESTMENTS, LLC

Advisory

STAMFORD, CT

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

Rank in CT

#947

of 1,312 advisers by AUM

Average account

$393K

across 164 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$64M

Discretionary AUM$50M

Non-Discretionary AUM$14M

Discretionary %78.2%

Total Clients70

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, MA, NJ, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

70 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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