Northstar Asset Management Company, LLC
Northstar Asset Management Company, LLC is an SEC-registered wealth manager in Blue Bell, PA with $659.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Northstar Asset Management Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328279, SEC 801-129534, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $659.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Blue Bell, PA
- Employees
- 6
- Clients
- 161
- CRD
- 328279
- Ownership
- CARSON, JOHN, GERARD; KAELI JR, WILLIAM, THOMAS; HANNAN, KRISTEN, MICHELE
How much AUM does Northstar Asset Management Company, LLC have?
Northstar Asset Management Company, LLC reported $659.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Northstar Asset Management Company, LLC?
Disclosed owners and executives of Northstar Asset Management Company, LLC include CARSON, JOHN, GERARD, KAELI JR, WILLIAM, THOMAS, HANNAN, KRISTEN, MICHELE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.