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Northstar Fiduciary Partners, LLC

● SEC registered since 2024CRD 284994SEC# 801-129423
Export (members)
Reg. AUM
$1.15B
Employees
2
Accounts
153
Location

Northstar Fiduciary Partners, LLC assets under management

Northstar Fiduciary Partners, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $1.1 billion in regulatory assets under management and employs 2 people.

Northstar Fiduciary Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Gary Bruce Berdoff ControlManaging Member, Principal & Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Northstar Fiduciary Partners, LLC manage?

Northstar Fiduciary Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Northstar Fiduciary Partners, LLC have?

Northstar Fiduciary Partners, LLC reports 2 employees.

Does Northstar Fiduciary Partners, LLC disclose fund performance?

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

Contact & registration

Phone732-322-2570
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$686.6M
Non-discretionary$458.9M
Total (RAUM)$1.15B