Falists
← Back to search

NORTHSTAR FIDUCIARY PARTNERS, LLC

CRD 284994 · SEC 801-129423

Visit website

NJ, United States

Phone

732-322-2570

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.27B

Discretionary AUM

$747.0M

Team

2 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Portfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals17$3.6M
High net worth individuals1$2.8M
Pension/profit sharing plans162$1.22B
State/municipal entities5$51.3M

States served

NJ, NC

All web addresses on file

Official SEC filing: View on IAPD