Northstar Fiduciary Partners, LLC

RIASEC RegisteredEst. 2024

Total AUM

$1.3B

Discretionary

$747M

59% of AUM

Avg account

$6.9M

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284994
Registered since: January 25, 2024
Website: nsfpllc.com
Custodians: JOHN HANCOCK DISTRIBUTORS LLC, EMPOWER TRUST COMPANY LLC, ASCENSUS TRUST, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans95.48%
State / Municipal Government4.02%
Individuals0.28%
HNWI0.22%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Northstar Fiduciary Partners, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2024. The firm serves high-net-worth individuals and families and select institutional clients, providing portfolio management for individuals and small businesses alongside pension consulting services. Its fee model combines a percentage-of-AUM schedule with the option for fixed fees. Investment activity centers on publicly available pooled vehicles and structured income products. The firm reports a heavy reliance on mutual funds and other public funds as the primary vehicle for client exposure, and it uses annuities and corporate debt as part of its implementation toolkit. Northstar describes itself as a single-owner firm and does not identify as an active ESG investor or a multi-state adviser.