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NORTHSTAR ASSET MANAGEMENT LLC, CRD 129112
BERKELEY HEIGHTS, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| J••• K•••• P•••••• | n/a | BERKELEY HEIGHTS, NJ | Bluffton, SC | 4 | 43 | 1 | yes |
| C••••••••• T•••• D•••••••• | n/a | BERKELEY HEIGHTS, NJ | West Chester, PA | WEST CHESTER, PA | PHILADELPHIA, PA | 4 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••••••••• C••••••••• T•••• | Member | F | yes | 01/2021 | Jan 31, 2022 | Nov 6, 2024 |
| G•••••• C••••••••• M•••••• | Member | F | yes | 01/2021 | Jan 31, 2022 | Nov 6, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| WEST CHESTER | Pa | United States | 4 | yes |
| Bluffton | Sc | United States | 1 | yes |
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $348M | $284M | 22.7% | $145M | 33.9% | 10 | 9 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| V•••• C••••••• L•• | 2 | Jul 31, 2020 | Jan 31, 2022 | WEST CHESTER, PA | Team lift out | Other | 28.6% |
| 3 |
| yes |
| M•••••• R••• | n/a | BERKELEY HEIGHTS, NJ | West Chester, PA | 4 | 12 | n/a | no |
| C••••••••• M•••••• G••••• | n/a | PHILADELPHIA, PA | BERKELEY HEIGHTS, NJ | West Chester, PA | 4 | 13 | 2 | yes |
| C•••• R••• M••••••••• | n/a | West Chester, PA | BERKELEY HEIGHTS, NJ | 4 | 11 | 1 | no |
| R••• G••••••• D••••• | n/a | West Chester, PA | BERKELEY HEIGHTS, NJ | 4 | 10 | 1 | no |
| J••• E••• M•••• | n/a | BERKELEY HEIGHTS, NJ | WEST CHESTER, PA | 1 | 13 | 3 | no |
| A••••• P••••• | n/a | BERKELEY HEIGHTS, NJ | 0 | 17 | n/a | no |
| Member |
| F |
| yes |
| 01/2021 |
| Jan 31, 2022 |
| Nov 6, 2024 |
| O••••••• S••••• L•• | Member | F | yes | 01/2021 | Jan 31, 2022 | Nov 6, 2024 |
| P•••••• A•••••• J•••••• | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | Na | yes | 01/2022 | Jan 31, 2022 | Nov 6, 2024 |
| P•••••• A•••••• J•••••• | Member | F | yes | 01/2021 | Jan 31, 2022 | Nov 6, 2024 |
| C•••• G••••• L•• | Owner | E | no | 01/2021 | Jan 31, 2022 | Nov 6, 2024 |
| $348M |
| $348M |
| 10 |
| 8 |
| 4 |
| n/a |
| n/a |
| 2024 | Mar 25, 2025 | $284M | $284M | 9 | 7 | 4 | n/a | n/a |
| 2023 | Mar 27, 2024 | $196M | $196M | 9 | 7 | 4 | n/a | n/a |
| 2022 | Mar 23, 2023 | $145M | $145M | 9 | 7 | 4 | n/a | n/a |
| 2021 | Jan 31, 2022 | $157M | $157M | 8 | 6 | 5 | n/a | n/a |
| 2011 | Mar 27, 2012 | $51.0M | $0 | n/a | n/a | n/a | n/a | n/a |