Northstar Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$640,944,838
Clients
169
Advisors
7
across 5 offices
About
NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations seeking portfolios aligned with socially responsible objectives, providing discretionary and non-discretionary portfolio management, outsourced CIO (OCIO) services, donor‑advised fund advisory, and sub‑advisory relationships. The firm manages roughly $806 million in client assets with a seven-advisor team operating out of six offices and also accepts sub‑advisor and wrap‑program assignments from other investment firms.
The firm’s investment approach integrates a six‑pillar socially responsible framework (racial and gender equity, economic inequality, human rights, environmental justice, and corporate governance) with a core‑satellite structure that uses ETFs and direct indexing for core beta and a concentrated 40–50‑name global equity sleeve held with a multi‑year horizon. Portfolios routinely include outside investments such as community loan funds, private equity and mission investments when suitable, employ targeted shareholder activism, and may use an external sub‑adviser for custom indexing and tax‑efficient portfolio construction.
Notable distinctions relative to many peers include a formal claim of GIPS compliance with independent verification, participation as an outside manager in a sponsored wrap fee program, and use of a third‑party custom indexing sub‑adviser for tax‑aware strategies. The firm also publishes periodic materials (including a Social Change and Activism annual report), offers educational seminars/workshops, discloses third‑party ratings and performance information, and has moved toward broad‑based employee equity ownership and B‑Corp and PRI commitments.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,000 - $25,000,000: 0.75% $25,000,001+: Negotiable
Account minimum: $5,000,000
Main office
See office2 Harris Avenue
Boston MA 02130
Advisors at this office
3
Offices (5)
Most active in
California · District of Columbia · Massachusetts · Minnesota · Missouri · Nebraska · New Hampshire · New York · Pennsylvania · Rhode Island · Virginia · Washington
Also doing business as
Northstar Asset Management Inc · Northstar Asset Management, Inc
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.
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