NorthStar Portfolio Investments, LLC

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Client assets under management

$64,391,485

Clients

26% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$919,878

About

NorthStar Portfolio Investments provides investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages both discretionary and non‑discretionary accounts and offers services that include retirement and post‑retirement planning, legacy creation, and tax‑efficiency advice.

The firm combines fundamental analysis with modern portfolio theory to construct model portfolios ranging from conservative to speculative and seeks to align allocations with client‑selected benchmarks and risk tolerance. It conducts regular monitoring and rebalancing with quarterly reviews, executes trades through recommended custodians, and supplements its investment work with third‑party technology to aggregate and manage held‑away retirement accounts.

Distinctive features include a small advisory team managing roughly $64 million in assets across about 70 client relationships and a meaningful portion of non‑discretionary/held‑away assets. The firm also offers fee‑based planning alternatives (including fixed‑price project reviews and hourly engagements), uses a third‑party platform to facilitate management of employer‑sponsored/held‑away accounts, and does not participate in wrap fee programs or charge performance‑based fees.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax strategies for small businesses

Fee options

Fixed

$745 flat fee for Quick Start/Second Opinion service

Percentage

$0 - $1,000,000: 1.25% annually $1,000,000+: 0.95% annually

Project-based

$250 per hour for financial planning (negotiable)

Other

Fee-only: $250 per hour for financial planning (negotiable); $745 flat fee for Quick Start/Second Opinion service

Main office location

NorthStar Portfolio Investments, LLC

80, Fourth Street

Stamford CT 06905, United States

Number of offices

Most active in

Connecticut · Massachusetts · New Jersey · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 888-600-1423

Advisors at this firm

Kavita R

Series 65

Stamford, CT

NorthStar Portfolio Investments, LLC

Kavita Rathi is a financial advisor at NorthStar Portfolio Investments, LLC with one year of industry experience. She holds a Series 65 designation and previously focused on full-time parenting for over a decade before joining NorthStar. Outside of advisory work, she is a partner in Miraansh Aditia LLC, an investor and consultant in a UPS franchise store. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental analysis and Modern Portfolio Theory to develop custom portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Wealth management Tax strategies for small businesses

Vikram K

Series 65

Stamford, CT

NorthStar Portfolio Investments, LLC

Vikram Kaul is a Series 65-licensed financial advisor with 11 years of industry experience. He has been a managing member of NorthStar Portfolio Investments, LLC since 2012 and has worked at the firm since 2014. NorthStar Portfolio Investments provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses fundamental analysis and Modern Portfolio Theory to construct portfolios and offers both discretionary and non-discretionary management, with a focus on higher asset-per-client relationships supported by technology for held-away account management.

Wealth management Tax strategies for small businesses

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