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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NORTHSTAR ASSET MANAGEMENT, INC

CRD 107138

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b76f885b-9c94-026c-4da1-9c41ebc82f1b

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 5
On other graphs: 0
Observed: Jan 31, 2012 to Mar 11, 2026
63 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $806MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $806M
Private client RAUM: $641MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $101Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 9
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 517
Individual clients: 61
High net worth clients: 108
Custody, client assets: $25.4M
SEC number: 801-37897
CIK: 869304
CRD: 107138
Filings on the tape: 63
First filed: Jan 31, 2012
Latest filed: Mar 11, 2026
Organised: Corporation, MA
Website: northstarasset.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JULIE N.W. GOODRIDGE	n/a	BOSTON, MA	21	35	1	no
Paige Eleanor Ryan	Certified Financial Planner	Charlottesville, VA \| BOSTON, MA	3	12	1	no
NIMRIT KAUR KANG	Chartered Financial Analyst	BOSTON, MA \| Berwyn, PA	3	10	n/a	no
JEREMIAH DALLAS GALLINGTON	n/a	BOSTON, MA	2	13	4	no
LESLIE ELLAYNE CHRISTIAN	Chartered Financial Analyst	Seattle, WA \| BOSTON, MA	1	34	2	no
TUYET NHI LAM NGUYEN	Chartered Financial Analyst	BOSTON, MA	1	12	n/a	no
Alexandra Dorfman	n/a	St Louis, MO \| BOSTON, MA	1	12	n/a	no
Tenzing Tashishar	Chartered Financial Analyst	New York, NY \| BOSTON, MA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GOODRIDGE, JULIE, N.W.	CEO, CCO, FOUNDER	D	yes	12/1990	Jan 31, 2012	Nov 18, 2024
GRAHAM, MICHELLE, S	CHIEF OPERATING OFFICER	Na	yes	10/2022	Oct 25, 2022	Nov 18, 2024
KANG, NIMRIT, KAUR	CHIEF INVESTMENT OFFICER / PORTFOLIO MANAGER / CFO	C	yes	08/2022	Oct 25, 2022	Nov 18, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$806M	$806M	15	9	5	n/a	n/a
2024	Feb 22, 2025	$727M	$727M	17	14	3	n/a	n/a
2023	Mar 21, 2024	$699M	$699M	16	15	0	n/a	n/a
2022	Feb 8, 2023	$612M	$612M	18	11	0	n/a	n/a
2021	Mar 11, 2022	$792M	$792M	15	10	2	n/a	n/a
2020	Mar 30, 2021	$726M	$717M	17	10	1	n/a	n/a
2019	Mar 27, 2020	$626M	$589M	16	7	1	n/a	n/a
2018	Mar 28, 2019	$481M	$449M	13	6	2	n/a	n/a
2017	Mar 20, 2018	$383M	$383M	10	6	2	n/a	n/a
2016	Feb 6, 2017	$295M	$295M	11	7	n/a	n/a	n/a
2015	Jan 6, 2016	$257M	$13.3M	11	7	n/a	n/a	n/a
2014	Feb 2, 2015	$217M	$217M	10	6	n/a	n/a	n/a
2013	Mar 25, 2014	$198M	$198M	8	6	n/a	n/a	n/a
2012	Mar 12, 2013	$172M	$172M	9	4	n/a	n/a	n/a
2011	Jan 31, 2012	$161M	$161M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$806M	$727M	10.8%	$612M	9.6%	15	17	5	3

Relationships

Registered with (10)

← Tenzing TashisharAdvisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← Alexandra DorfmanAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← TUYET NHI LAM NGUYENAdvisorregistration: current employment
Aug 1, 2025 to presentfactForm ADV
← LESLIE ELLAYNE CHRISTIANAdvisorregistration: current employment
Nov 18, 2024 to presentfactForm ADV
← JEREMIAH DALLAS GALLINGTONAdvisorregistration: current employment
Mar 5, 2024 to presentfactForm ADV
← NIMRIT KAUR KANGAdvisorregistration: current employment
Jan 31, 2023 to presentfactForm ADV
← Paige Eleanor RyanAdvisorregistration: current employment
Oct 4, 2022 to presentfactForm ADV
← JULIE N.W. GOODRIDGEAdvisorregistration: previous registration
Apr 14, 1994 to Dec 31, 2004factForm ADV
← CLARE AMELIA CIERVOAdvisorregistration: previous registration
Jul 7, 2014 to Apr 11, 2018factForm ADV
← JULIE JOHNSON MCVEIGHAdvisorregistration: previous registration
Jan 11, 2005 to Feb 7, 2008factForm ADV

Controls (3)

← GOODRIDGE, JULIE, N.W.OwnerCEO, CCO, FOUNDER, ownership code D, individual
Jan 31, 2012 to Nov 18, 2024factForm ADV
← GRAHAM, MICHELLE, SOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Oct 25, 2022 to Nov 18, 2024factForm ADV
← KANG, NIMRIT, KAUROwnerCHIEF INVESTMENT OFFICER / PORTFOLIO MANAGER / CFO, ownership code C, individual
Oct 25, 2022 to Nov 18, 2024factForm ADV

Dated events

Occurred
Jul 24, 2023
Control person left
Vanae Ivy Jack (Co-Cio) no longer on Schedule A of Northstar Asset Management, Inc (listed 2023-06-15, absent 2023-07-24)
Form ADVobserved 4 days ago
Occurred
Oct 25, 2022
Control person joined
S Michelle Graham (Coo) appeared on Schedule A of Northstar Asset Management, Inc
Form ADVobserved 4 days ago
Occurred
Oct 25, 2022
Control person joined
Vanae Ivy Jack (Co-Cio) appeared on Schedule A of Northstar Asset Management, Inc
Form ADVobserved 4 days ago
Occurred
Oct 25, 2022
Control person joined
Kaur Nimrit Kang (Co-Cio) appeared on Schedule A of Northstar Asset Management, Inc
Form ADVobserved 4 days ago
Occurred
Mar 27, 2020
Regulatory AUM changed
Northstar Asset Management, Inc reported RAUM $626.1M, up 30% from $481.1M (2019-06-11 to 2020-03-27)
Form ADVobserved 4 days ago
$145M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b76f885b-9c94-026c-4da1-9c41ebc82f1b
First observed: Jan 31, 2012
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NORTHSTAR ASSET MANAGEMENT, INC

CRD 107138

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b76f885b-9c94-026c-4da1-9c41ebc82f1b

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JULIE N.W. GOODRIDGE

n/a

BOSTON, MA

Paige Eleanor Ryan

Certified Financial Planner

Charlottesville, VA | BOSTON, MA

NIMRIT KAUR KANG

Chartered Financial Analyst

BOSTON, MA | Berwyn, PA

n/a

JEREMIAH DALLAS GALLINGTON

n/a

BOSTON, MA

LESLIE ELLAYNE CHRISTIAN

Chartered Financial Analyst

Seattle, WA | BOSTON, MA

TUYET NHI LAM NGUYEN

Chartered Financial Analyst

BOSTON, MA

n/a

Alexandra Dorfman

n/a

St Louis, MO | BOSTON, MA

n/a

Tenzing Tashishar

Chartered Financial Analyst

New York, NY | BOSTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GOODRIDGE, JULIE, N.W.

CEO, CCO, FOUNDER

yes

12/1990

Jan 31, 2012

Nov 18, 2024

GRAHAM, MICHELLE, S

CHIEF OPERATING OFFICER

yes

10/2022

Oct 25, 2022

Nov 18, 2024

KANG, NIMRIT, KAUR

CHIEF INVESTMENT OFFICER / PORTFOLIO MANAGER / CFO

yes

08/2022

Oct 25, 2022

Nov 18, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$806M

n/a

2024

Feb 22, 2025

$727M

n/a

2023

Mar 21, 2024

$699M

n/a

2022

Feb 8, 2023

$612M

n/a

2021

Mar 11, 2022

$792M

n/a

2020

Mar 30, 2021

$726M

$717M

n/a

2019

Mar 27, 2020

$626M

$589M

n/a

2018

Mar 28, 2019

$481M

$449M

n/a

2017

Mar 20, 2018

$383M

n/a

2016

Feb 6, 2017

$295M

n/a

2015

Jan 6, 2016

$257M

$13.3M

n/a

2014

Feb 2, 2015

$217M

n/a

2013

Mar 25, 2014

$198M

n/a

2012

Mar 12, 2013

$172M

n/a

2011

Jan 31, 2012

$161M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$806M

$727M

10.8%

$612M

9.6%