Northstar Capital Inc

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.