NORTHSTAR ASSET MANAGEMENT INC
CRD #107138 SEC #801-37897 BOSTON, MA 617-522-2635
SEC Registered
Total AUM
$727.3M
Discretionary
$727.3M
Employees
17
Clients
--
Accounts
493
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $727.3M | $727.3M | $0 | 17 | 0 |
| Aug 2025 | $727.3M | $727.3M | $0 | 17 | 0 |
| Jul 2025 | $727.3M | $727.3M | $0 | 17 | 0 |
| Feb 2025 | $727.3M | $727.3M | $0 | 17 | 0 |
| Nov 2024 | $699.3M | $699.3M | $0 | 16 | 0 |
| Oct 2024 | $699.3M | $699.3M | $0 | 16 | 0 |
| Apr 2024 | $699.3M | $699.3M | $0 | 16 | 0 |
| Mar 2024 | $699.3M | $699.3M | $0 | 16 | 0 |
| Mar 2024 | $611.7M | $611.7M | $0 | 17 | 0 |
| Dec 2023 | $611.7M | $611.7M | $0 | 17 | 0 |
| Dec 2023 | $611.7M | $611.7M | $0 | 17 | 0 |
| Jul 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Jul 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Jun 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Jun 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Mar 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Feb 2023 | $611.7M | $611.7M | $0 | 18 | 0 |
| Dec 2022 | $792.2M | $792.2M | $0 | 15 | 0 |
| Oct 2022 | $792.2M | $792.2M | $0 | 15 | 0 |
| Oct 2022 | $792.2M | $792.2M | $0 | 15 | 0 |
| Apr 2022 | $792.2M | $792.2M | $0 | 15 | 0 |
| Mar 2022 | $792.2M | $792.2M | $0 | 15 | 0 |
| Nov 2021 | $726.4M | $717.2M | $9.2M | 17 | 0 |
| Oct 2021 | $726.4M | $717.2M | $9.2M | 17 | 0 |
| May 2021 | $726.4M | $717.2M | $9.2M | 17 | 0 |
| Apr 2021 | $726.4M | $717.2M | $9.2M | 17 | 0 |
| Mar 2021 | $726.4M | $717.2M | $9.2M | 17 | 0 |
| Jan 2021 | $626.1M | $589.1M | $37M | 16 | 1 |
| Dec 2020 | $626.1M | $589.1M | $37M | 16 | 1 |
| Jun 2020 | $626.1M | $589.1M | $37M | 16 | 1 |
| May 2020 | $626.1M | $589.1M | $37M | 16 | 1 |
| Apr 2020 | $626.1M | $589.1M | $37M | 16 | 1 |
| Mar 2020 | $626.1M | $589.1M | $37M | 16 | 1 |
| Jun 2019 | $481.1M | $449.4M | $31.7M | 13 | 3 |
| Mar 2019 | $481.1M | $449.4M | $31.7M | 13 | 3 |
| Apr 2018 | $383.3M | $383.3M | $0 | 10 | 5 |
| Apr 2018 | $383.3M | $383.3M | $0 | 10 | 5 |
| Mar 2018 | $383.3M | $383.3M | $0 | 10 | 5 |
| Jun 2017 | $295.3M | $295.3M | $0 | 11 | 300 |
| Jun 2017 | $295.3M | $295.3M | $0 | 11 | 300 |
| Feb 2017 | $295.3M | $295.3M | $0 | 11 | 300 |
| Jul 2016 | $257.3M | $257.3M | $0 | 11 | 300 |
| Mar 2016 | $257.3M | $257.3M | $0 | 11 | 300 |
| Jan 2016 | $257.3M | $13.3M | $244.1M | 11 | 300 |
| Feb 2015 | $216.9M | $216.9M | $0 | 10 | 26 |
| Feb 2015 | $216.9M | $216.9M | $0 | 10 | 26 |
| Jun 2014 | $198.3M | $198.3M | $0 | 8 | 26 |
| Apr 2014 | $198.3M | $198.3M | $0 | 8 | 26 |
| Apr 2014 | $198.3M | $198.3M | $0 | 8 | 26 |
| Mar 2014 | $198.3M | $198.3M | $0 | 8 | 26 |
| Jan 2014 | $172.5M | $172.5M | $0 | 9 | 26 |
| Mar 2013 | $172.5M | $172.5M | $0 | 9 | 26 |
| Jul 2012 | $161M | $161M | $0 | 6 | 26 |
| Feb 2012 | $161M | $161M | $0 | 6 | 26 |
| Jan 2012 | $161M | $161M | $0 | 6 | 26 |
| Mar 2011 | $111.5M | $111.5M | $0 | 10 | -- |
| Feb 2011 | $111.5M | $111.5M | $0 | 10 | -- |
| Jan 2010 | $101.2M | $101.2M | $0 | 5 | -- |
| Mar 2009 | $78.3M | $78.3M | $0 | 5 | -- |
| Jan 2007 | $123M | $123M | $0 | 10 | -- |
| Feb 2006 | $105.8M | $105.8M | $0 | 10 | -- |
| Oct 2005 | $84.8M | $84.8M | $0 | 5 | -- |
| Feb 2005 | $84.8M | $84.8M | $0 | 5 | -- |
| Jan 2005 | $84.8M | $84.8M | $0 | 5 | -- |
| Jan 2005 | $77.9M | $75.3M | $2.6M | 5 | -- |
DateOct 2025
Total AUM$727.3M
Discretionary$727.3M
Non-Disc.$0
Employees17
Clients0
DateAug 2025
Total AUM$727.3M
Discretionary$727.3M
Non-Disc.$0
Employees17
Clients0
DateJul 2025
Total AUM$727.3M
Discretionary$727.3M
Non-Disc.$0
Employees17
Clients0
DateFeb 2025
Total AUM$727.3M
Discretionary$727.3M
Non-Disc.$0
Employees17
Clients0
DateNov 2024
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees17
Clients0
DateDec 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees17
Clients0
DateDec 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees17
Clients0
DateJul 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateFeb 2023
Total AUM$611.7M
Discretionary$611.7M
Non-Disc.$0
Employees18
Clients0
DateDec 2022
Total AUM$792.2M
Discretionary$792.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$792.2M
Discretionary$792.2M
Non-Disc.$0
Employees15
Clients0
DateOct 2022
Total AUM$792.2M
Discretionary$792.2M
Non-Disc.$0
Employees15
Clients0
DateApr 2022
Total AUM$792.2M
Discretionary$792.2M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$792.2M
Discretionary$792.2M
Non-Disc.$0
Employees15
Clients0
DateNov 2021
Total AUM$726.4M
Discretionary$717.2M
Non-Disc.$9.2M
Employees17
Clients0
DateOct 2021
Total AUM$726.4M
Discretionary$717.2M
Non-Disc.$9.2M
Employees17
Clients0
DateMay 2021
Total AUM$726.4M
Discretionary$717.2M
Non-Disc.$9.2M
Employees17
Clients0
DateApr 2021
Total AUM$726.4M
Discretionary$717.2M
Non-Disc.$9.2M
Employees17
Clients0
DateMar 2021
Total AUM$726.4M
Discretionary$717.2M
Non-Disc.$9.2M
Employees17
Clients0
DateJan 2021
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateDec 2020
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateJun 2020
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateMay 2020
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateApr 2020
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateMar 2020
Total AUM$626.1M
Discretionary$589.1M
Non-Disc.$37M
Employees16
Clients1
DateJun 2019
Total AUM$481.1M
Discretionary$449.4M
Non-Disc.$31.7M
Employees13
Clients3
DateMar 2019
Total AUM$481.1M
Discretionary$449.4M
Non-Disc.$31.7M
Employees13
Clients3
DateApr 2018
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees10
Clients5
DateApr 2018
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees10
Clients5
DateMar 2018
Total AUM$383.3M
Discretionary$383.3M
Non-Disc.$0
Employees10
Clients5
DateJun 2017
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees11
Clients300
DateJun 2017
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees11
Clients300
DateFeb 2017
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees11
Clients300
DateJul 2016
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2016
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$0
Employees11
Clients300
DateJan 2016
Total AUM$257.3M
Discretionary$13.3M
Non-Disc.$244.1M
Employees11
Clients300
DateFeb 2015
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees10
Clients26
DateFeb 2015
Total AUM$216.9M
Discretionary$216.9M
Non-Disc.$0
Employees10
Clients26
DateJun 2014
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees8
Clients26
DateApr 2014
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees8
Clients26
DateApr 2014
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees8
Clients26
DateJan 2014
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients26
DateMar 2013
Total AUM$172.5M
Discretionary$172.5M
Non-Disc.$0
Employees9
Clients26
DateJul 2012
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees6
Clients26
DateFeb 2012
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees6
Clients26
DateJan 2012
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$101.2M
Discretionary$101.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$78.3M
Discretionary$78.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$123M
Discretionary$123M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$77.9M
Discretionary$75.3M
Non-Disc.$2.6M
Employees5
Clients--