This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-07-1990
- Office Locations
- 6
Office Locations
About Northstar Asset Management, INC
NorthStar Asset Management is a Boston-based, employee-owned MWBE investment adviser providing asset management, portfolio construction, and wealth/financial planning for retail and institutional clients seeking values-aligned portfolios. The firm emphasizes deep research, active management, and shareholder advocacy grounded in a six-pillar social framework focused on corporate governance, equity, human rights, and environmental risks such as water and climate. It cites 430+ engagement actions and was recognized in CNBC’s FA Top 100 list (Oct 2024).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JULIE N.W. GOODRIDGE
Chief Executive Officer, FOUNDER
- CRD
- #1226812
- Ownership
- 50% but less than 75%
NIMRIT KAUR KANG
Chief Financial Officer, Chief Investment Officer, Director
- CRD
- #6709042
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
LESLIE ELLAYNE CHRISTIAN
Senior Investment Advisor
- CRD
- #703407
Alexandra Dorfman
Relationship Manager
- CRD
- #8132109
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $805,920,869 | $1,558,841 |
| Non-Discretionary | $0 | -- |
| Total | $805,920,869 | $1,558,841 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing