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Northstar Capital INC

Northstar Capital INC. CRD 105925

N

CRD: 105925

Northstar Capital INC

Derry, NH, 03038
6177233100
www.northstarcapitalinc.com
$64.5M Total AUM
$64.5M Disc. AUM
-- 3Y CAGR
3 Employees
46 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท State Street
Clients
Retail
Platforms
Harbor radialEmber wave +more
Established Date
09-27-1995
Office Locations
1

Office Locations

16 Route 111, Suite 5 Derry NH

About Northstar Capital INC

NorthStar Capital is an independent, fiduciary investment manager founded in 1995 by William P. Rich (former President/CIO of State Street Research & Management). The firm serves individuals, families, and select institutions in the Boston/New Hampshire region with wealth management, retirement and 401(k) advice, and institutional-style portfolio solutions. Investment approach emphasizes macro research, quantitative analytics, and tactical opportunities, with meaningful ETF usage in portfolios.

Team overview

66 AVG AGE
$32.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
30yrs Firm Age

Insights

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Client Personas

Pathway value

Custodian

Vertex

Investment Themes

Beacon value

Investment Vehicles

Vital

Services

Capital beacon Alpha

Technology

Legacy Matrix radial Horizon harbor Radial

Owner & Executives

WILLIAM PETTINGELL RICH

WILLIAM PETTINGELL RICH

Chairman, DIRECTOR, President

CRD
#2149559
Ownership
75% or more
(349) 811-2979
ember.pioneer@glaciercapital.com
in linkedin.com/in/timber-radial
CHRISTOPHER JAY VENETO

CHRISTOPHER JAY VENETO

--

CRD
#3148539
Ownership
10% but less than 25%
(884) 968-5003
wave.glacier@vitalcapital.com
in linkedin.com/in/optima-value
B

Beacon pathway

Vertex delta

CRD
#71199
Ownership
45.1%
(977) 393-2936
optima.vertex@focuscapital.com
in linkedin.com/in/fusion-zenith

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Contacts

J

Jonathan Matias Hahn

MANAGING DIRECTOR

CRD
#7988977
(685) 831-2532
unison.peak@crestcapital.com
in linkedin.com/in/oak-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2011
10-24-2012
Category Assets AVG. Account size
Discretionary $64,542,484 $226,878
Non-Discretionary $0 $1,267,114
Total $64,542,484 $285,648

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Separately Managed Accounts

Total SMA Asset: $64,542,484

$64.5M Total SMA
Equity - Exchange:
18.9%
Private Funds:
20.0%
Cash:
37.8%
Public Funds:
23.3%
Asset class Assets Assets %
Equity - Exchange $905,773,247 18.9%
Private Funds $958,490,209 20.0%
Cash $1,811,546,495 37.8%
Public Funds $1,116,641,093 23.3%
Total $4,792,451,044 100.0%

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