| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerard Carson Control | Chief Executive Officer | Over 75% | 2024 |
| Kristen Michele Hannan Control | Vice President And Director Of Client Relations | Under 5% | 2024 |
| William Thomas Kaeli Jr Control | Vice President And Chief Compliance Officer | Under 5% | 2024 |
Northstar Asset Management Company, LLC reports $617.2 million in regulatory assets under management on its Form ADV.
Northstar Asset Management Company, LLC reports 6 employees.
Northstar Asset Management Company, LLC is based in Blue Bell, PA and has been SEC-registered since 2024.
Northstar Asset Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 488 Norristown Road, Suite 142, Blue Bell, PA 19422 |
| Phone | 484-342-4200 |
| Fax | 484-342-4201 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $592M |
| Non-discretionary | $25.2M |
| Total (RAUM) | $617.2M |