Northstar Capital Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NorthStar Capital advises wealthy individuals, families and selected institutions, primarily through separately managed, long‑only equity portfolios managed on a discretionary basis. The firm reports managing about $64.5 million for a small roster of clients (roughly 46) across individual, retirement, trust and institutional account types.
The firm’s investment process emphasizes fundamental research to identify well‑managed growth stocks bought at reasonable valuations, while also making selective use of index funds, ETFs and bond funds; it articulates a long‑term orientation but will take short‑term action when fundamentals or prices change. Internal governance includes a weekly Investment Committee, daily monitoring of the largest holdings, regular portfolio reviews and quarterly letters and reports delivered to clients.
Distinctive aspects include its long tenure (founded in 1995) and small, two‑advisor structure paired with institutional‑style practices and no stated account minimum, which may appeal to clients seeking a compact advisory team with formal review processes. The firm also participates in Schwab’s institutional programs and discloses historical and ongoing referral arrangements and in‑kind benefits from the custodian, which are identified as potential custody‑related conflicts in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% annually $500,000 - $1,000,000: 1.25% annually $1,000,000+: 1.0% annually
Main office
16 Route 111, Suite 5
Derry NH 03038
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Also doing business as
Northstar Capital Advisors, Inc. · Northstar Capital 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.
Forms ADV
Quick links
Advisors at this firm
William R
CFA®, Series 65
Derry, NH
Northstar Capital Inc
William Rich is a CFA® charterholder and holds a Series 65 license with 30 years of industry experience. He has been with Northstar Capital Advisors, Inc. since 1995. NorthStar Capital serves wealthy individuals, their families, and selected institutional accounts, focusing on discretionary management of separate long-only portfolios tailored to clients’ objectives. The firm emphasizes fundamental research with a long-term growth equity strategy and incorporates index funds, ETFs, and bond funds where appropriate.
Jonathan H
Series 65
Derry, NH
Northstar Capital Inc
Jonathan Hahn is a financial advisor at NorthStar Capital Inc with one year of industry experience. He holds a Series 65 designation and has prior work experience including service in the United States Army and roles at automotive companies BMW and Toyota. NorthStar Capital serves wealthy individuals, families, and selected institutional accounts with discretionary management of long-only portfolios focused on long-term growth equity. The firm emphasizes fundamental research and regularly reviews client accounts, managing approximately $104.1 million in discretionary assets.
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