Northstar Capital

RIASEC RegisteredEst. 2012
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$170M
Accounts
6
Employees
17
Advisory reps
4

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
158003
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Northstar Capital is an SEC-registered private equity manager organized as a limited liability company and overseen by an individual owner. Firms classified as private equity funds, Northstar’s client base is institutional and its registered advisory activity centers on managing pooled investment vehicles. The firm has been operating as an SEC-registered adviser since 2012 and reports that it is an active ESG investor, indicating ESG considerations are incorporated into its investment and monitoring processes. On the business side, Northstar functions as sponsor and general partner and serves as managing member for the pooled vehicles it advises. Its fee arrangements include a percentage-of-assets component, performance-based fees and other fee structures commonly used in private fund management. The firm is not positioned as a third-party capital allocator and does not identify as a multi-state adviser or a related adviser to other entities.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Timothy Duffy

    Timothy Duffy

    Partner, CFO and COOCRD 4757521

Contacts

3 of 3
  • Brian Schneider

    Brian Schneider

    Managing PartnerCRD 6469103

  • Christopher Kocourek

    Christopher Kocourek

    Managing PartnerCRD 4473981

  • Douglas Mark

    Douglas Mark

    Managing PartnerCRD 6015706

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
311 7th Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth