NORTHSTAR ASSET MANAGEMENT LLC
CRD #109185 SEC #801-57654 BLUE BELL, PA 484-342-4200
SEC Registered
Total AUM
$467M
Discretionary
$407.5M
Employees
6
Clients
--
Accounts
396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $467M | $407.5M | $59.5M | 6 | 0 |
| Mar 2023 | $467M | $407.5M | $59.5M | 6 | 0 |
| Jun 2022 | $628.2M | $545.3M | $82.9M | 7 | 0 |
| Mar 2022 | $628.2M | $545.3M | $82.9M | 7 | 0 |
| May 2021 | $543.1M | $462.1M | $81M | 6 | 0 |
| Mar 2021 | $543.1M | $462.1M | $81M | 7 | 0 |
| Jan 2021 | $426.4M | $354.2M | $72.2M | 6 | 0 |
| Jun 2020 | $426.4M | $354.2M | $72.2M | 6 | 0 |
| Mar 2020 | $426.4M | $354.2M | $72.2M | 6 | 0 |
| Apr 2019 | $379.4M | $317.4M | $62.1M | 7 | 0 |
| Mar 2019 | $379.4M | $317.4M | $62.1M | 7 | 0 |
| Oct 2018 | $428.6M | $371.3M | $57.3M | 7 | 0 |
| Mar 2018 | $428.6M | $371.3M | $57.3M | 3 | 0 |
| Feb 2017 | $535.4M | $310M | $225.4M | 4 | 300 |
| Mar 2016 | $518.5M | $314.3M | $204.2M | 4 | 300 |
| Mar 2015 | $515.1M | $249.4M | $265.7M | 4 | 300 |
| Aug 2014 | $416.2M | $314.3M | $101.9M | 4 | 300 |
| Mar 2014 | $416.2M | $314.3M | $101.9M | 5 | 300 |
| Mar 2014 | $416.2M | $314.3M | $101.9M | 5 | 300 |
| Mar 2013 | $376.1M | $245M | $131M | 8 | 200 |
| Mar 2012 | $358.1M | $229.1M | $129M | 6 | 148 |
| Mar 2011 | $368.7M | $225.8M | $142.8M | 10 | -- |
| Mar 2011 | $368.7M | $225.8M | $142.8M | 10 | -- |
| Mar 2010 | $346.3M | $211M | $135.3M | 10 | -- |
| Mar 2009 | $300.9M | $175.9M | $124.9M | 10 | -- |
| Jan 2008 | $414.6M | $259.1M | $155.5M | 10 | -- |
| Jan 2007 | $369.3M | $233.6M | $135.7M | 10 | -- |
| Mar 2006 | $345.7M | $212.7M | $133M | 10 | -- |
| Sep 2005 | $348.3M | $220M | $128.3M | 10 | -- |
| Mar 2004 | $370.7M | $285.7M | $85M | 10 | -- |
| Mar 2002 | $447.8M | $359.1M | $88.7M | 10 | -- |
| Sep 2001 | $550.6M | $447.5M | $103.2M | 10 | -- |
DateApr 2023
Total AUM$467M
Discretionary$407.5M
Non-Disc.$59.5M
Employees6
Clients0
DateMar 2023
Total AUM$467M
Discretionary$407.5M
Non-Disc.$59.5M
Employees6
Clients0
DateJun 2022
Total AUM$628.2M
Discretionary$545.3M
Non-Disc.$82.9M
Employees7
Clients0
DateMar 2022
Total AUM$628.2M
Discretionary$545.3M
Non-Disc.$82.9M
Employees7
Clients0
DateMay 2021
Total AUM$543.1M
Discretionary$462.1M
Non-Disc.$81M
Employees6
Clients0
DateMar 2021
Total AUM$543.1M
Discretionary$462.1M
Non-Disc.$81M
Employees7
Clients0
DateJan 2021
Total AUM$426.4M
Discretionary$354.2M
Non-Disc.$72.2M
Employees6
Clients0
DateJun 2020
Total AUM$426.4M
Discretionary$354.2M
Non-Disc.$72.2M
Employees6
Clients0
DateMar 2020
Total AUM$426.4M
Discretionary$354.2M
Non-Disc.$72.2M
Employees6
Clients0
DateApr 2019
Total AUM$379.4M
Discretionary$317.4M
Non-Disc.$62.1M
Employees7
Clients0
DateMar 2019
Total AUM$379.4M
Discretionary$317.4M
Non-Disc.$62.1M
Employees7
Clients0
DateOct 2018
Total AUM$428.6M
Discretionary$371.3M
Non-Disc.$57.3M
Employees7
Clients0
DateMar 2018
Total AUM$428.6M
Discretionary$371.3M
Non-Disc.$57.3M
Employees3
Clients0
DateFeb 2017
Total AUM$535.4M
Discretionary$310M
Non-Disc.$225.4M
Employees4
Clients300
DateMar 2016
Total AUM$518.5M
Discretionary$314.3M
Non-Disc.$204.2M
Employees4
Clients300
DateMar 2015
Total AUM$515.1M
Discretionary$249.4M
Non-Disc.$265.7M
Employees4
Clients300
DateAug 2014
Total AUM$416.2M
Discretionary$314.3M
Non-Disc.$101.9M
Employees4
Clients300
DateMar 2014
Total AUM$416.2M
Discretionary$314.3M
Non-Disc.$101.9M
Employees5
Clients300
DateMar 2014
Total AUM$416.2M
Discretionary$314.3M
Non-Disc.$101.9M
Employees5
Clients300
DateMar 2013
Total AUM$376.1M
Discretionary$245M
Non-Disc.$131M
Employees8
Clients200
DateMar 2012
Total AUM$358.1M
Discretionary$229.1M
Non-Disc.$129M
Employees6
Clients148
DateMar 2011
Total AUM$368.7M
Discretionary$225.8M
Non-Disc.$142.8M
Employees10
Clients--
DateMar 2011
Total AUM$368.7M
Discretionary$225.8M
Non-Disc.$142.8M
Employees10
Clients--
DateMar 2010
Total AUM$346.3M
Discretionary$211M
Non-Disc.$135.3M
Employees10
Clients--
DateMar 2009
Total AUM$300.9M
Discretionary$175.9M
Non-Disc.$124.9M
Employees10
Clients--
DateJan 2008
Total AUM$414.6M
Discretionary$259.1M
Non-Disc.$155.5M
Employees10
Clients--
DateJan 2007
Total AUM$369.3M
Discretionary$233.6M
Non-Disc.$135.7M
Employees10
Clients--
DateMar 2006
Total AUM$345.7M
Discretionary$212.7M
Non-Disc.$133M
Employees10
Clients--
DateSep 2005
Total AUM$348.3M
Discretionary$220M
Non-Disc.$128.3M
Employees10
Clients--
DateMar 2004
Total AUM$370.7M
Discretionary$285.7M
Non-Disc.$85M
Employees10
Clients--
DateMar 2002
Total AUM$447.8M
Discretionary$359.1M
Non-Disc.$88.7M
Employees10
Clients--
DateSep 2001
Total AUM$550.6M
Discretionary$447.5M
Non-Disc.$103.2M
Employees10
Clients--