$1.3B Total AUM
$747.0M Disc. AUM
-- 3Y CAGR
2 Employees
185 ADV. Clients
9 yrs Firm Age
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- Custodian
- Ascensus · Charles Schwab & Company · Empower · John Hancock · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2016
- Office Locations
- 2
Office Locations
-- East Brunswick NJ
-- Waxhaw NC
About Northstar Fiduciary Partners, LLC
Northstar Fiduciary Partners is an independent RIA focused on retirement plan sponsors, serving as an ERISA 3(38) investment manager with sole discretionary authority for plan lineups. They build tailored fund menus, monitor and document investment decisions for fiduciary files, and stay accessible to plan committees and participants. Portfolios primarily use public funds, including mutual funds and ETFs.
Team overview
52 AVG AGE
$637.3M AVG AUM / ADVISOR
$6.9M AVG AUM / CLIENT
3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
GARY BRUCE BERDOFF
Chief Compliance Officer, Investment Advisor, Managing Member, PRINCIPAL
- CRD
- #1401600
- Ownership
- 75% or more
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W
WILLIAM ROGER BRANCH
Owner
- CRD
- #5072777
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $746,992,419 | $4,639,704 |
| Non-Discretionary | $527,628,529 | $21,984,522 |
| Total | $1,274,620,948 | $6,889,843 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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