Overview
Assets Under Management: $872 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 179
Average Client Assets: $5 million
Frequently Asked Questions
THE NORTHSTAR GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110409), THE NORTHSTAR GROUP, INC. is subject to fiduciary duty under federal law.
THE NORTHSTAR GROUP, INC. is headquartered in NEW YORK, NY.
THE NORTHSTAR GROUP, INC. serves 179 high-net-worth clients according to their SEC filing dated November 05, 2025. View client details ↓
According to their SEC Form ADV, THE NORTHSTAR GROUP, INC. offers portfolio management for individuals and pension consulting services. View all service details ↓
THE NORTHSTAR GROUP, INC. manages $872 million in client assets according to their SEC filing dated November 05, 2025.
According to their SEC Form ADV, THE NORTHSTAR GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.45
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 632
Discretionary Accounts: 632
Regulatory Filings
CRD Number: 110409
Filing ID: 2026007
Last Filing Date: 2025-11-05 22:39:45
Website: 0