NORTHSTAR CAPITAL INC

RIASEC Registered
Total AUM
$64.5M
Discretionary
$64.5M
100% of AUM
Avg account
$1.4M
Accounts
46
Employees
3
Advisory reps
4

Firm details

Headquarters
DERRY, New Hampshire
CRD number
105925
Fee structure
Percentage of AUM
Client types
  • HNWI83.95%
  • Individuals16.05%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Northstar Capital Inc is a small, owner‑managed advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm’s stated preference is equity‑centric investing, with a pronounced use of exchange‑traded equities and ETFs as the backbone of client portfolios. Northstar acts as a capital allocator and also performs selection of other advisers, indicating it uses external sub‑advisors or third‑party managers where specialist capabilities are needed. Fee billing is percentage of assets under management, and the client base consists primarily of individual and family investors. Northstar does not identify as an active ESG investor, is not positioned as a multi‑state adviser, and does not advertise pension consulting or related adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Private Funds 7%, Cash & Cash Equivalents 6%, Public Funds/Mutual Funds 1%86%
  • Exchange Traded Equities86%
  • Private Funds7%
  • Cash & Cash Equivalents6%
  • Public Funds/Mutual Funds1%

Contacts

3 of 4
  • WILLIAM RICH

    Founder & PresidentCRD 2149559

  • STEPHANIE HALEY

    Head of ComplianceCRD 6004305

  • Jonathan Hahn

    Quantitative Investment AnalystCRD 7988977

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DERRY, NH

ROCKINGHAM

Location

DERRY, NH

Headquartered in DERRY, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
16 Route 111
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth