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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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Accredited Investors

Timber vertex

Asset Classes

Eagle Capital delta Oak vital Frontier Vital Bridge alpha

Client Personas

Pathway value Zenith radial

Custodian

Vertex Vital matrix Momentum alpha Signal matrix Element

Investment Themes

Beacon value Momentum unison

Investment Vehicles

Vital Pathway

Services

Capital beacon Alpha Foundation Delta focus Legacy

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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