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Northstar Asset Management Inc

● SEC registered since 1990CRD 107138SEC# 801-37897Boston, MA
Export (members)
Reg. AUM
$727.3M
Employees
17
Accounts
493
Location
Boston, MA

Northstar Asset Management Inc assets under management

Northstar Asset Management Inc operates as an SEC-registered investment adviser based in Boston, MA. The firm has been registered since 1990. It reports $727.3 million in regulatory assets under management and employs 17 people.
www.northstarasset.comView on SEC.gov ↗

Northstar Asset Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Julie N.w. Goodridge ControlCeo, Founder50-75%1990
Michelle S Graham ControlChief Operating Officer/Chief Compliance OfficerUnder 5%2025
Nimrit Kaur Kang ControlChief Investment Officer / Portfolio Manager / Cfo25-50%2024

Frequently asked questions

How much does Northstar Asset Management Inc manage?

Northstar Asset Management Inc reports $727.3 million in regulatory assets under management on its Form ADV.

How many employees does Northstar Asset Management Inc have?

Northstar Asset Management Inc reports 17 employees.

Where is Northstar Asset Management Inc located?

Northstar Asset Management Inc is based in Boston, MA and has been SEC-registered since 1990.

Does Northstar Asset Management Inc disclose fund performance?

Northstar Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Harris Avenue, Boston, MA 02130
Phone617-522-2635
Fax617-522-3165
Office hours8:30a.m. To 4:30p.m.
SEC regionBoston Regional Office (BRO)
CIK869304
Discloses disciplinary historyNo

Assets under management

Discretionary$727.3M
Non-discretionary$0
Total (RAUM)$727.3M