Northstar Capital Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$64,542,484
Total clients
46
30% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
23
Average account size
$1,403,097
About
NorthStar Capital advises wealthy individuals, families and selected institutions, primarily through separately managed, long‑only equity portfolios managed on a discretionary basis. The firm reports managing about $64.5 million for a small roster of clients (roughly 46) across individual, retirement, trust and institutional account types.
The firm’s investment process emphasizes fundamental research to identify well‑managed growth stocks bought at reasonable valuations, while also making selective use of index funds, ETFs and bond funds; it articulates a long‑term orientation but will take short‑term action when fundamentals or prices change. Internal governance includes a weekly Investment Committee, daily monitoring of the largest holdings, regular portfolio reviews and quarterly letters and reports delivered to clients.
Distinctive aspects include its long tenure (founded in 1995) and small, two‑advisor structure paired with institutional‑style practices and no stated account minimum, which may appeal to clients seeking a compact advisory team with formal review processes. The firm also participates in Schwab’s institutional programs and discloses historical and ongoing referral arrangements and in‑kind benefits from the custodian, which are identified as potential custody‑related conflicts in the brochure.
Client services
Expertise
Fee options
$0 - $500,000: 1.5% annually $500,000 - $1,000,000: 1.25% annually $1,000,000+: 1.0% annually
Main office location
Northstar Capital Inc
16 Route 111, Suite 5
Derry NH 03038, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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