CRD: 173314
Northstar Portfolio Investments, LLC
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-28-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 78.2% is discretionary and 21.8% is non-discretionary.
The firm reports 2 advisory representatives and 71 clients, or 35.5 clients per representative. That equates to $906.9K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Northstar Portfolio Investments, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
VIKRAM KAUL
Chief Compliance Officer, Managing Member
- CRD
- #6401440
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kavita Rathi
--
- CRD
- #7852837
Showing 1 of 2 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Northstar Portfolio Investments, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.