Northstar Asset Management is an investment advisor in Boston with $792.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Northstar Asset Management Inc
SEC CIK
IRS number
43410187
SEC advisor number
801-37897
FINRA CRD number
107138
AUM ?
$611.70 mm
(as of 1 Mar 24)
Accounts
477
(as of 1 Mar 24)
Employees
17
(10 investment advisory or research)
Address
Northstar Asset Management
43 ST JOHN STREET
BOSTON
MA 02130
43 ST JOHN STREET
BOSTON
MA 02130
Phone
6175222635
Latest filings (excl ownership)
PX14A6G
Letter to shareholders
22 Mar 24
PX14A6G
Letter to shareholders
13 Mar 24
PX14A6G
Letter to shareholders
24 May 23
PX14A6G
Letter to shareholders
17 May 23
PX14A6G
Letter to shareholders
19 Apr 23
PX14A6G
Letter to shareholders
21 Nov 22
PX14A6G
Letter to shareholders
9 Sep 22
PX14A6G
Letter to shareholders
18 May 22
PX14A6G
Letter to shareholders
27 Apr 22
PX14A6G
Letter to shareholders
31 Mar 22
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23