THE NORTHSTAR GROUP, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 110409
- Registered since
- April 6, 1992
- Website
- thenorthstargroupinc.com
- Custodians
- PERSHING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.09%
- Individuals2.01%
- Pension & Profit Sharing Plans0.99%
- Charitable Organizations0.75%
- Corporations / Businesses0.16%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
The Northstar Group, Inc. is a privately owned corporate RIA that has been SEC-registered since 1992. According to its filings the firm serves both individual/family clients and institutional clients, focusing on discretionary portfolio management for individuals and small businesses and providing pension consulting services. Its fee arrangements include percentage-of-AUM billing, hourly charges, and fixed fees. The firm’s regulatory profile indicates it does not identify as a multi-state adviser, is not a capital allocator, and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4LINDA RAY
Vice PresidentCRD 711950
HENRY ASHER
PresidentCRD 717297
JOSHUA GARCIA
Investment Research AssociateCRD 6127310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$346M in ETFs
95%
$329M
<1%
$17.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $77M | 240,162 | 22.27% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 405 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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