N
CRD: 155202
Northstar Strategic Investments INC
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-2011
- Office Locations
- 1
Office Locations
25 Country Club Drive Ormond Beach FL
About Northstar Strategic Investments INC
Northstar Strategic Investments INC is a Ormond Beach-based RIA. The firm has been operating for 15 years. Managing $2.0M in total assets under management, with 1 advisory representatives.
Team overview
68 AVG AGE
$2.0M AVG AUM / ADVISOR
$125.0K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Technology
Available
Owner & Executives
SERGE PATRICK D'ADESKY
Managing Member, President
- CRD
- #1576399
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Derivatives:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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