Northstar Asset Management, Inc
SEC RegisteredProgressive Wealth Management
About the firm
NorthStar Asset Management is a 100% socially responsible investment firm founded in 1990 in Boston, MA, that helps clients align portfolios with social justice values through portfolio management and shareholder activism. Led by women from historically marginalized communities, the firm is 100% employee-owned and a Minority- and Women-Owned Business Enterprise (MWBE). For more than 30 years, NorthStar has connected social concerns to stock selection, asset allocation, and activism on behalf of individuals, financial advisors, and mission-driven institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrative portfolio management connecting social concerns to stock selection, asset allocation, and shareholder activism; personalized portfolio construction integrating financial goals with social change and environmental sustainability; shareholder advocacy including filing shareholder proposals and corporate engagement; and an Outside Investments department channeling integrated capital to overlooked solutions.
Who they serve
Individuals and families, financial advisors, and mission-driven institutions including foundations, endowments, nonprofits, and faith-based organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $22M |
| High Net Worth Individuals | 108 | $619M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 23 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,001 through $5,000,000 | 0.90% |
| $5,000,000 through $25,000,000 | 0.75% |
| Above $25,000,000 | 0.00% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Northstar Asset Management, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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