CRD: 328279
Northstar Asset Management Company, LLC
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- Custodian
- Charles Schwab & Company ยท PNC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About Northstar Asset Management Company, LLC
NorthStar Asset Management Company is an independent investment advisory firm providing comprehensive wealth and investment management for high-net-worth individuals and families, as well as foundations and endowments. The team emphasizes unbiased research and long-term, capital-preservation minded portfolio management across regions, sectors, and capital structures. Clients receive customized, individually managed accounts with direct access to a dedicated investment manager; portfolio managers average ~30 years of industry experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN GERARD CARSON
Chief Executive Officer, Managing Director
- CRD
- #1747733
- Ownership
- 75% or more
KRISTEN MICHELE HANNAN
Advisor, Director Of Client Relations, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $590,712,600 | $1,682,942 |
| Non-Discretionary | $69,110,961 | $2,468,249 |
| Total | $659,823,561 | $1,740,959 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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