NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD #328279 SEC #801-129534 BLUE BELL, PA 484-342-4200
SEC Registered
Total AUM
$617.2M
Discretionary
$592M
Employees
6
Clients
--
Accounts
377
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- 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 |
|---|---|---|---|---|
| HANNAN, KRISTEN, MICHELE | I | VICE PRESIDENT AND DIRECTOR OF CLIENT RELATIONS | NA | Control |
| HANNAN, KRISTEN, MICHELE | I | VICE PRESIDENT AND DIRECTOR OF CLIENT RELATIONS | NA | Control |
| HANNAN, KRISTEN, MICHELE | I | VICE PRESIDENT AND DIRECTOR OF CLIENT RELATIONS | NA | Control |
| KAELI JR, WILLIAM, THOMAS | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KAELI JR, WILLIAM, THOMAS | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KAELI JR, WILLIAM, THOMAS | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, JOHN, GERARD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CARSON, JOHN, GERARD | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CARSON, JOHN, GERARD | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (9)
CA FL MD NH NJ NY PA TX VT
Address
488 NORRISTOWN ROADSUITE 142
BLUE BELL, PA 19422
United States
Phone: 484-342-4200