Northstar Capital Funds, LLC
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Learn more about Northstar Capital Funds, LLC
Overview
Northstar Capital Funds, LLC operates as a financial advisory firm headquartered in New York, New York. The firm handles $60.1 million in assets over one account. It has a small group, including 3 financial advisors. Northstar Capital Funds, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like bonds, options and equities.
Northstar Capital Funds, LLC administers all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by a portfolio manager without requiring the customer's consent. The investment advisory firm supervises roughly $60.1 million in assets for every account. The typical advisor at Northstar Capital Funds, LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
Northstar Capital Funds, LLC's main office is at 845 Third Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Northstar Capital Funds, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$60.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
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1
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$60.1 million
Fee Structure
A financial advisor's fees usually vary depending on which service is provided. However, fees billed by Northstar Capital Funds, LLC can consist of any blend of the following fee types: asset-based or performance-based. Northstar Capital Funds, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Northstar Capital Funds, LLC's biggest client group by number of accounts is pooled investment vehicles. None of the firm's accounts are represented by non-U.S. persons.
- 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.
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Disclosures
Northstar Capital Funds, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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