NORTHSTAR FIDUCIARY PARTNERS, LLC
Adviser information for NORTHSTAR FIDUCIARY PARTNERS, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $3.9M |
| Non-Discretionary | 91 | $767.8M |
| Total | 104 | $771.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 10 | $1.1M |
| HNW Individuals | <5 | $2.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 90 | $763.2M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $4.6M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129423 |
|---|---|
| SEC ERA File Number | 801-129423 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284994 |
| Legal Entity Identifier | None |
Principal Office
22 WEST WAVERLY DRIVEEAST BRUNSWICK
NJ
United States
BY APPOINTMENT ONLY, BY APPOINTMENT
Tel: 732-322-2570, Fax: None
Websites
Chief Compliance Officer
GARY BERDOFF
MANAGING MEMBER/CCO
22 WEST WAVERLY DRIVE
EAST BRUNSWICK
NJ
United States
Tel:
7323222570
G****@**********M
(Full email address available in API data)
Regulatory Contact
DAVID KUHR
COMPLIANCE CONSULTANT
MEMPHIS VILLAS SOUTH
CLEVELAND
OH
United States
Tel:
2164095496
G*****************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BERDOFF, GARY, BRUCE | Individual | – | MANAGING MEMBER, PRINCIPAL & CHIEF COMPLIANCE OFFICER | 08/2023 | > 75% |