CRD: 340596
Northstar Investment Partners
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2026
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 78 clients, or 19.5 clients per representative. That equates to $480.8K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Northstar Investment Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Alexander Stoehr
Chief Executive Officer
- CRD
- #7335981
- Ownership
- 50% but less than 75%
Nicholas Meyer
Chief Compliance Officer, Chief Financial Officer
- CRD
- #8048924
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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TERRY BURTON PRILLAMAN
Managing Partner, Trader
- CRD
- #1157859
DAVID ANDREW THOMPSON
--
- CRD
- #5493403
Showing 2 of 4 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Northstar Investment Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.