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NORTHSTAR FIDUCIARY PARTNERS, LLC
CRD 284994 · SEC 801-129423
NJ, United States
Phone
732-322-2570
Fax
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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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.6M |
| High net worth individuals | 1 | $2.8M |
| Pension/profit sharing plans | 162 | $1.22B |
| State/municipal entities | 5 | $51.3M |
States served
NJ, NC
All web addresses on file
Official SEC filing: View on IAPD