Northstar Capital, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Northstar Capital, LLC
Overview
Northstar Capital, LLC operates as an advisory firm based in Minneapolis, Minnesota. Northstar Capital, LLC controls $803.7 million in assets under management over six client accounts, placing it among the larger firms in the nation by assets under management (AUM). It has a small team, including 10 financial advisors. Northstar Capital, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Northstar Capital, LLC oversees most of its accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by an investment advisor without requiring client permission. Northstar Capital, LLC also administers one non-discretionary accounts with a total of $35.6 million in assets. The firm supervises an average of $133.9 million in assets for each client account. An average financial advisor at Northstar Capital, LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The firm's central office is located at 45 South 7Th Street, Minneapolis, Minnesota 55402-1617. The firm is allowed to serve investors throughout a few states, including Minnesota and North Dakota.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northstar Capital, LLC by the Numbers
$803.7 million
15
6
$133.9 million
Fee Structure
Fees for financial management largely depend on the type of services provided. However, fee types billed by Northstar Capital, LLC most likely are comprised of any combination of the following fee types: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Northstar Capital, LLC works with pooled investment vehicles. Out of its six accounts, Northstar Capital, LLC's largest client is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Northstar Capital, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.