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Northstar Asset Management LLC

● SEC registered since 2021CRD 129112SEC# 801-121388Berkeley Heights, NJ
Export (members)
Reg. AUM
$283.6M
Employees
9
Accounts
1,013
Location
Berkeley Heights, NJ

Northstar Asset Management LLC assets under management

Northstar Asset Management LLC is an SEC-registered investment adviser based in Berkeley Heights, NJ. The firm has been registered since 2021. It reports $283.6 million in regulatory assets under management and employs 9 people.

Northstar Asset Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Andrew Jameson Peters ControlChief Compliance Officer/Chief Executive OfficerUnder 5%2022
Cascd Group, LLCOwnerOver 75%2021
Andrew Jameson Peters ControlMember2021
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Frequently asked questions

How much does Northstar Asset Management LLC manage?

Northstar Asset Management LLC reports $283.6 million in regulatory assets under management on its Form ADV.

How many employees does Northstar Asset Management LLC have?

Northstar Asset Management LLC reports 9 employees.

Where is Northstar Asset Management LLC located?

Northstar Asset Management LLC is based in Berkeley Heights, NJ and has been SEC-registered since 2021.

Does Northstar Asset Management LLC disclose fund performance?

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

Contact & registration

Address200 Connell Drive, Suite 1000, Berkeley Heights, NJ 07922
Phone908-850-9991
Fax908-845-0341
Office hours9:00a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK2011587
Discloses disciplinary historyNo

Assets under management

Discretionary$283.6M
Non-discretionary$0
Total (RAUM)$283.6M