Northstar is an investment advisor in New York with $608.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133345168
SEC advisor number
801-41169
FINRA CRD number
110409
AUM ?
$608.46 mm
(as of 20 Apr 23)
Accounts
587
(as of 20 Apr 23)
Employees
5
(5 investment advisory or research)
Address
Northstar
405 LEXINGTON AVE., SUITE 37A
NEW YORK
NY 10174
405 LEXINGTON AVE., SUITE 37A
NEW YORK
NY 10174
Office hours
Monday - Friday, 9AM TO 5PM
Phone
212-883-9595
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Asher, Henry, C. | President | 04/1986 | > 75% |
Ray, Linda, Leigh | Vice President | 10/1995 | < 5% |
Garcia, Joshua, Rene | Chief Compliance Officer | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22