CRD: 173314
Northstar Portfolio Investments, LLC
$64.4M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
2 Employees
71 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- CatalystQuantum delta +more
- Established Date
- 01-28-2015
- Office Locations
- 1
Office Locations
80, Fourth Street Stamford CT
About Northstar Portfolio Investments, LLC
Northstar Portfolio Investments, LLC is a Stamford-based RIA. The firm has been operating for 11 years. Managing $64.4M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
48 AVG AGE
$32.2M AVG AUM / ADVISOR
$906.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Alpha pioneer Alpha Vector alpha
Client Personas
Eagle Timber matrix
Custodian
Radial pathway Zenith Delta optima Quantum optima Capital ember Oak crest Timber glacier Vital unison Zenith ember
Investment Themes
Quantum Foundation legacy Optima crest
Investment Vehicles
Catalyst
Platform
Capital delta
Services
North pathway Ridge crest Element North vector Signal Fusion meridian Alpha Prime Peak frontier Matrix
Technology
Prime Atlas catalyst Matrix Peak Quantum
Owner & Executives
V
VIKRAM KAUL
Chief Compliance Officer, Managing Member
- CRD
- #6401440
- Ownership
- 75% or more
(687) 467-4558
capital.pathway@wavecapital.com
in linkedin.com/in/ridge-summit
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kavita Rathi
--
- CRD
- #7852837
(674) 941-3276
glacier.harbor@frontiercapital.com
in linkedin.com/in/capital-pioneer
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,384,185 | -- |
| Non-Discretionary | $14,007,300 | -- |
| Total | $64,391,485 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,391,485
Public Funds:
16.3% Cash:
22.5% Equity - Exchange:
28.5% U.S. Government/Agency:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $842,469,208 | 16.3% |
| Cash | $1,162,917,619 | 22.5% |
| Equity - Exchange | $1,473,028,984 | 28.5% |
| U.S. Government/Agency | $1,690,106,940 | 32.7% |
| Total | $5,168,522,751 | 100.0% |