N
CRD: 340596
Northstar Investment Partners
$37.5M Total AUM
$37.5M Disc. AUM
-- 3Y CAGR
6 Employees
78 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2026
- Office Locations
- 1
Office Locations
3255 North Point Pkwy STE 103 Alpharetta GA
About Northstar Investment Partners
Northstar Investment Partners is a Alpharetta-based RIA. The firm has been operating for 0 years. Managing $37.5M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
49 AVG AGE
$9.4M AVG AUM / ADVISOR
$480.8K AVG AUM / CLIENT
0.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Alexander Stoehr
Chief Executive Officer
- CRD
- #7335981
- Ownership
- 50% but less than 75%
Available
Available
Available
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Nicholas Meyer
Chief Compliance Officer, Chief Financial Officer
- CRD
- #8048924
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
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TERRY BURTON PRILLAMAN
Managing Partner, Trader
- CRD
- #1157859
Available
Available
Available
D
DAVID ANDREW THOMPSON
--
- CRD
- #5493403
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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