SourcingSourcing

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

B59
CRD 328279·SEC 801-129534·BLUE BELL, PA
AUM
$659.8M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD
328279
SEC file #
801-129534
EIN
—
DBA names
—

Economics

AUM
$659.8M
AUM band
$500M-$1B
AUM trajectory
'25'26
$617.2M → $659.8M▲ +7%
Client mix
Individuals High Net Worth99
Individuals Other62

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUE BELL PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
northstarmgt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CARSON, JOHN, GERARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CARSON, JOHN, GERARD
HANNAN, KRISTEN, MICHELE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
NORTHSTARMGT.COM
Rdap Domain Creation Date
2000-05-19T12:13:48Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, 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 Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-19T12:13:48Z
Rdap Domain Last Changed
2022-04-19T13:50:21Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1747733
Trust Company Affiliate
No

People (3)

3
CARSON, JOHN, GERARD
IAR · Direct Owner · 87.5%
1747733
KAELI JR, WILLIAM, THOMAS
IAR · Executive Officer · 2.5%
2663129
HANNAN, KRISTEN, MICHELE
Executive Officer · 2.5%
2691149