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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| PETERS, ANDREW, JAMESON | I | CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER | NA | Control |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| CASCD GROUP, LLC | DE | OWNER | E | |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| PAOLONI, JOHN, KEITH | I | PRESIDENT | E | Control |
| PAOLONI, JOHN, KEITH | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| DIEDERICH, CHRISTOPHER, TYLER | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| GRIEST, CHRISTOPHER, MATTHEW | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| Leszczynski, David | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| O'BRIEN, SUSAN, LEE | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
| PETERS, ANDREW, JAMESON | I | CASCD GROUP, LLC | F | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (10)
CA DE FL MD NC NJ NY PA SC VA
Address
200 CONNELL DRIVESUITE 1000
BERKELEY HEIGHTS, NJ 07922
United States
Phone: 908-850-9991