SourcingSourcing

NORTHSTAR ASSET MANAGEMENT, INC

C31
CRD 107138·SEC 801-37897·BOSTON, MA
AUM
$805.9M
$500M-$1B
Est. Revenue
$8.1M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHSTAR ASSET MANAGEMENT, INC
CRD
107138
SEC file #
801-37897
EIN
043410187
DBA names
—

Economics

AUM
$805.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$481.1M → $805.9M▲ +68%
Client mix
Individuals High Net Worth108
Individuals Other61
Charitable Organizations23
Corporations2

Operations

Employees (total)
15
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
6 advisors → 9 advisors▲ +50%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals
Fee basis
% of AUM

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
northstarasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GOODRIDGE, JULIE, N.W.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GOODRIDGE, JULIE, N.W.
KANG, NIMRIT, KAUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NORTHSTARASSET.COM
Rdap Domain Creation Date
2003-03-10T15:51:08Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
80,582
Form 5500 Compensation Trajectory 3y
202580,582
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
80,582
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000869304
Edgar Registered
Yes
Edgar Filing Count
94
Edgar First Filing Date
2012-04-06
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
27
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001763
Edgar Former Names
NORTHSTAR ASSET MANAGEMENT INC /ADV
NORTHSTAR ASSET MANAGEMENT INC /ADV

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3353
Soi Zip Pct 200k Plus
0.1449
Soi Zip Returns 200k Plus
2,930
Soi Zip Total AGI
2,555,696
Census Median Hh Income
114,933
Census High Income Households
4,698
Census Median Age
35
Census Pop 65 66 Total
764
Census Total Households
17,922
Fdic Zip Total Deposits
13,179,851,000
Fdic Zip Branch Count
240
Fdic Zip Top Banks
Bank of America, National Association
Eastern Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Census Bachelors Plus Count
8,847
Census Median Home Value
729,600
Census Unemployed Count
1,103
Census Zip
02130
Custodian Candidates
Full
Charles Schwab6
Morgan Stanley4
E*trade4
Edgar Addresses
Mailing
PO BOX 301840BOSTON, MA 02130
Business
PO BOX 301840BOSTON, MA 02130
Edgar EIN
043410187
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001763
13F-HR2026-02-12 · 0001172661-26-000677
Fdic Zip Branches Raw
USTrustBoston, MA
Citizens Bank of MassachusettsBoston, MA
Fdic Zip HHI
1362.87
Fdic Zip Top Bank Share Pct
29.02
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
Yes
Rdap Domain Expiration Date
2032-03-10T15:51:08Z
Rdap Domain Last Changed
2023-01-13T11:52:59Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,974
Returns3,740
Stub 2
AGI145,989
Returns3,860
Stub 3
AGI215,718
Returns3,490
Soi Zip Total Business Income
99,383
Soi Zip Total Cap Gains
242,454
Soi Zip Total Dividends
65,892
Soi Zip Total Returns
20,220
Top Owner CRD
1226812
Trust Company Affiliate
No

People (9)

9
GOODRIDGE, JULIE, N.W.
IAR · Direct Owner · 62.5%
1226812
KANG, NIMRIT, KAUR
IAR · Direct Owner · 37.5%
6709042
GRAHAM, MICHELLE, S
Executive Officer · 2.5%
2936036
Alexandra Dorfman
IAR
8132109
LESLIE ELLAYNE CHRISTIAN
IAR
703407
Tenzing Tashishar
IAR
8193122
TUYET NHI LAM NGUYEN
IAR
5630447
Paige Eleanor Ryan
IAR
7046738
JEREMIAH DALLAS GALLINGTON
IAR
6062321