NORTHSTAR ASSET MANAGEMENT LLC
Legal name: OAKBOURNE ADVISORS
CRD #129112 SEC #801-121388 BERKELEY HEIGHTS, NJ 908-850-9991
SEC Registered
Total AUM
$283.6M
Discretionary
$283.6M
Employees
9
Clients
251
Accounts
1,013
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $283.6M | $283.6M | $0 | 9 | 0 |
| Nov 2024 | $195.7M | $195.7M | $0 | 9 | 0 |
| Mar 2024 | $195.7M | $195.7M | $0 | 9 | 0 |
| Mar 2023 | $144.8M | $144.8M | $0 | 9 | 0 |
| Jun 2022 | $157.5M | $157.5M | $0 | 9 | 0 |
| May 2022 | $157.5M | $157.5M | $0 | 8 | 0 |
| Jan 2022 | $157.5M | $157.5M | $0 | 8 | 0 |
| Oct 2021 | $123.8M | $123.8M | $0 | 9 | 38 |
| Sep 2021 | $123.8M | $123.8M | $0 | 8 | 38 |
| Jun 2021 | $123.8M | $123.8M | $0 | 8 | 38 |
| May 2021 | $123.8M | $123.8M | $0 | 8 | 38 |
| Jun 2012 | $52M | $0 | $52M | 1 | 400 |
| Jun 2012 | $52M | $0 | $52M | 1 | 400 |
| Jun 2012 | $52M | $0 | $52M | 1 | 400 |
| Mar 2012 | $51M | $0 | $51M | 1 | 400 |
| Nov 2011 | $56M | $0 | $56M | 1 | 251 |
| Apr 2011 | $56M | $0 | $56M | 5 | -- |
| Mar 2011 | $56M | $0 | $56M | 5 | -- |
| Mar 2009 | $39M | $3M | $36M | 5 | -- |
| Mar 2008 | $50M | $5M | $45M | 5 | -- |
| Mar 2007 | $48M | $5M | $43M | 5 | -- |
| Mar 2006 | $42M | $5M | $37M | 5 | -- |
| Jan 2005 | $41M | $0 | $41M | 5 | -- |
| Jan 2004 | $26M | $0 | $26M | 5 | -- |
DateMar 2025
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$195.7M
Discretionary$195.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$157.5M
Discretionary$157.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees9
Clients38
DateSep 2021
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees8
Clients38
DateJun 2021
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees8
Clients38
DateMay 2021
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees8
Clients38
DateJun 2012
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees1
Clients400
DateJun 2012
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees1
Clients400
DateJun 2012
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees1
Clients400
DateMar 2012
Total AUM$51M
Discretionary$0
Non-Disc.$51M
Employees1
Clients400
DateNov 2011
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees1
Clients251
DateApr 2011
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateMar 2011
Total AUM$56M
Discretionary$0
Non-Disc.$56M
Employees5
Clients--
DateMar 2009
Total AUM$39M
Discretionary$3M
Non-Disc.$36M
Employees5
Clients--
DateMar 2008
Total AUM$50M
Discretionary$5M
Non-Disc.$45M
Employees5
Clients--
DateMar 2007
Total AUM$48M
Discretionary$5M
Non-Disc.$43M
Employees5
Clients--
DateMar 2006
Total AUM$42M
Discretionary$5M
Non-Disc.$37M
Employees5
Clients--
DateJan 2005
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateJan 2004
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--