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Request a Free TrialFirm Details
- Custodian
- First Clearing
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-10-2008
- Office Locations
- 1
Office Locations
About Northstar Investment Partners
Northstar Investment Partners is a Alpharetta-based RIA. The firm has been operating for 17 years. Managing $16.0M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing.
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 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $320.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on April 24, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
TERRY BURTON PRILLAMAN
Managing Partner, Trader
- CRD
- #1157859
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Nicholas Meyer
Chief Compliance Officer, Chief Financial Officer
- CRD
- #8048924
Alexander Stoehr
Chief Executive Officer
- CRD
- #7335981
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Northstar Investment Partners has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.