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THE NORTHSTAR GROUP, INC.
CRD 110409 · SEC 801-41169
405 LEXINGTON AVE, SUITE 37A, NEW YORK, NY, 10174, United States
Phone
212-883-9595
Fax
212-697-3835
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.01B
Discretionary AUM
$1.01B
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $20.2M |
| High net worth individuals | 199 | $969.1M |
| Pension/profit sharing plans | 4 | $10.0M |
| Charitable organizations | 1 | $7.5M |
| Corporations/business entities | 1 | $1.7M |
States served
CA, LA, MA, NJ, NY, PA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD