NORTHSTAR FINANCIAL ADVISORS LLC
Adviser information for NORTHSTAR FINANCIAL ADVISORS LLC last updated from Form ADV on March 13th, 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 | New York, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| 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 | 56 | $44.0M |
| Non-Discretionary | 1 | $1.2M |
| Total | 57 | $45.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $14.3M |
| HNW Individuals | 31 | $29.5M |
| 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 | <5 | $1.4M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-71608 |
|---|---|
| SEC ERA File Number | 801-71608 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147108 |
| Legal Entity Identifier | None |
Principal Office
95 SEA COVE ROADNORTHPORT
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: (516)991-8348, Fax: (888)501-1319
Chief Compliance Officer
DEVINDER SINGH
MANAGING MEMBER
95 SEA COVE ROAD
NORTHPORT
NY
United States
Tel:
(516)991-8348
Fax:
(888)501-1319
D*****@*****************************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 |
|---|---|---|---|---|---|
| SINGH, DEVINDER | Individual | – | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | 04/2008 | > 75% |