Northstar Asset Management Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthStar Asset Management Company provides investment management to individuals, high‑net‑worth clients, businesses, charitable organizations, and pension and profit‑sharing plans on both discretionary and non‑discretionary bases. The firm also offers ERISA fiduciary services for retirement plans, including investment policy preparation, qualified default investment alternative (QDIA) selection, performance monitoring, and participant advice.
NorthStar follows a growth‑biased investment approach grounded in fundamental analysis and asset allocation optimization, implementing portfolios with individual stocks and bonds, mutual funds, and ETFs while routinely maintaining a portion of assets in cash and, in limited instances, using margin. Portfolio managers regularly review accounts and make adjustments intended to align holdings with clients’ objectives and risk tolerances, and the majority of the firm’s assets are managed on a discretionary basis.
The firm is notable for managing approximately $660 million with a compact advisory team, producing a high level of assets under management per advisor relative to peers. NorthStar is the successor to an earlier registered adviser dating back to 2000, does not participate in wrap fee or performance‑based fee programs, and discloses policies addressing conflicts tied to rollovers, custody, and brokerage relationships.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Main office
488 Norristown Road, Suite 142
Blue Bell PA 19422
Advisors at this office
2
Most active in
California · Florida · Maryland · New Hampshire · New Jersey · New York · Pennsylvania · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William K
Series 63, Series 65
Blue Bell, PA
Northstar Asset Management Company, LLC
William Kaeli Jr. is a financial advisor at Northstar Asset Management Company, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PNC Bank and PNC Investments. Kaeli has been with the Northstar team since 2021. NorthStar Asset Management Company provides investment management and ERISA fiduciary services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment strategy based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.
John C
Series 63, Series 66, Series 65
Blue Bell, PA
Northstar Asset Management Company, LLC
John Carson is a financial advisor with Northstar Asset Management Company, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. His prior roles include five years at Glenmede Trust Company and six years at Northstar Asset Management, LLC. Since 2024, he has served as an Independent Director for the Federated Hermes Premier Municipal Income Board, a diversified closed-end management investment company. NorthStar Asset Management Company provides investment management services to individuals, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm employs a growth-biased investment approach based on fundamental analysis and asset allocation, managing approximately $660 million with a compact advisory team.
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