Northstar Asset Management, Inc. logo

Northstar Asset Management, Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Socially responsible investing, shareholder advocacy, budgeting, sub-advisor, ocio services

Expertise

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy

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Fee options

Percentage

$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

Other

Account minimum: $5,000,000

Main office

See office

2 Harris Avenue

Boston MA 02130

Advisors at this office

3

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

Advisors at this firm

user avatar

Jeremiah G

Series 63, Series 65

Boston, MA

Northstar Asset Management, Inc.

Jeremiah Gallington is a financial advisor at Northstar Asset Management, Inc. in Boston, MA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cable Hill Partners, Fisher Investments, and Natixis Global Asset Management. Northstar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios focused on socially responsible objectives. The firm employs a six-pillar ESG framework combined with a core-satellite investment strategy that includes ETFs, direct indexing, and a concentrated global equity sleeve, managing approximately $806 million in client assets.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Nimrit K

CFA®

Berwyn, PA

Northstar Asset Management, Inc.

Nimrit Kang is a CFA® charterholder at NorthStar Asset Management, Inc. with three years of industry experience. Prior to joining NorthStar in 2022, Kang worked at Coho Partners and MissionSquare Retirement. Kang serves on the Board of Directors for the Philadelphia Health Partnership and is an Investment Committee Member for the Delaware County Community Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolios aligned to socially responsible objectives. The firm employs a six-pillar framework focused on social and environmental factors, combining ETF and direct indexing strategies with a concentrated global equity sleeve and utilizes community investments and shareholder activism when appropriate.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Julie G

Boston, MA

Northstar Asset Management, Inc.

Julie Goodridge is a financial advisor at NorthStar Asset Management, Inc. in Boston, MA, with 31 years of industry experience. She has been with NorthStar since 1990. Outside of her advisory role, she serves as a trustee of the Hyams Foundation. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across public equities, fixed income, and cash, integrating non-public investments and offering sub-advisory, OCIO, and donor-advised fund services, with an investment approach centered on five social and environmental pillars tailored to client priorities.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Alexandra D

Series 65

St Louis, MO

Northstar Asset Management, Inc.

Alexandra Dorfman is a financial advisor at NorthStar Asset Management, Inc. with one year of industry experience. She holds the Series 65 designation and has prior work experience at Bottom Line and Right At School. Alexandra’s background also includes roles in nonprofit and educational organizations. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and not-for-profit organizations with portfolio management, outsourced CIO services, donor-advised fund advisory, and sub-advisory relationships. The firm integrates a socially responsible investment framework with a core-satellite structure, managing approximately $806 million in assets across multiple offices.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Paige R

CFP®, Series 66

Charlottesville, VA

Northstar Asset Management, Inc.

Paige Ryan is a CFP® and Series 66 credentialed advisor with five years of industry experience. She currently works at NorthStar Asset Management, Inc. and previously spent four years at Ameriprise. Ryan serves on the Board of Directors for Common Ground Healing Arts in Charlottesville, VA. NorthStar Asset Management is a seven-advisor firm managing approximately $806 million in client assets. The firm serves individuals, high-net-worth families, trusts, and not-for-profits with an investment approach centered on a socially responsible six-pillar framework and employs a combination of ETFs, direct indexing, and a global equity portfolio sleeve.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Tenzing T

CFA®

New York, NY

Northstar Asset Management, Inc.

Tenzing Tashishar is a CFA® charterholder at NorthStar Asset Management, Inc. in New York, NY, with six years at the firm since 2020. Prior to joining NorthStar, Tenzing attended Mount Holyoke College from 2017 to 2021. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios across multiple asset classes and integrates social and environmental priorities into client portfolios, with specialized services including sub-advisory and OCIO arrangements.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
user avatar

Tuyet N

CFA®

Boston, MA

Northstar Asset Management, Inc.

Tuyet Nguyen is a CFA® charterholder with six years of industry experience, currently serving at NorthStar Asset Management, Inc. in Boston, MA. Prior to joining NorthStar in 2020, Nguyen worked at River and Mercantile Solutions US and John Hancock Financial Services. NorthStar Asset Management serves individuals, high-net-worth families, trusts, and nonprofit organizations focused on socially responsible investing. The firm manages discretionary portfolios integrating public equities, fixed income, and non-public investments, emphasizing social and environmental priorities alongside financial objectives.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Tax-loss harvesting Charitable giving & philanthropy
View complete list of advisors at this firm
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