NORTHSTAR ASSET MANAGEMENT LLC

CRD #109185 SEC #801-57654 BLUE BELL, PA 484-342-4200

SEC Registered

Total AUM

$467M

Discretionary

$407.5M

Employees

Clients

Accounts

396

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 30, 2023
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR	NA	Control
CARSON, JOHN, GERARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR	NA	Control
CARSON, JOHN, GERARD	I	CHIEF EXECUTIVE OFFICER	NA	Control
CARSON, JOHN, GERARD	I	CHIEF EXECUTIVE OFFICER	NA	Control
HANNAN, KRISTEN, MICHELE	I	DIRECTOR OF CLIENT RELATIONS	NA	Control
HANNAN, KRISTEN, MICHELE	I	DIRECTOR OF CLIENT RELATIONS AND VICE PRESIDENT	NA	Control
HANNAN, KRISTEN, MICHELE	I	DIRECTOR OF CLIENT RELATIONS AND VICE PRESIDENT	NA	Control
HANNAN, KRISTEN, MICHELE	I	DIRECTOR OF CLIENT RELATIONS AND VICE PRESIDENT	NA	Control
HANNAN, KRISTEN, MICHELE	I	DIRECTOR OF CLIENT RELATIONS AND VICE PRESIDENT	NA	Control
KAELI JR, WILLIAM	I	VICE PRESIDENT	NA	Control
KAELI JR, WILLIAM, THOMAS	I	VICE PRESIDENT	NA	Control
KAELI JR, WILLIAM, THOMAS	I	CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT	NA	Control
KAELI JR, WILLIAM, THOMAS	I	CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT	NA	Control
CARSON, JOHN, GERARD	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	Control
CARSON, JOHN, GERARD	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	Control
CARSON, JOHN, GERARD	I	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	Control
ESTATE OF EDWARD B. PUTNAM	DE	MEMBER	E	Control
ESTATE OF EDWARD B. PUTNAM	DE	MEMBER	E	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	E	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	E	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	E	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	E	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	E	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	D	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	D	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	D	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	D	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
BOBROW, ROBERT	I	MANAGING DIRECTOR	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
DUNHAM, CHRISTOPHER, MATHIEU	I	MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
ORMEROD, CHARLES, WARREN	I	MANAGING DIRECTOR, CHAIRMAN	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control
PUTNAM, EDWARD, B	I	MANAGING DIRECTOR, CEO	C	Control

Registrations

Federal

Mar 30, 2023 REGISTERED

Notice Filings (9)

CA FL MD NH NJ NY PA TX VT

Address

488 NORRISTOWN ROAD
SUITE 142
BLUE BELL, PA 19422
United States

Phone: 484-342-4200