Northstar Fiduciary Partners, LLC
Registered investment adviser · CRD #284994
Form ADV data as of 2026-09-01Regulatory assets
$1.27 billion
Total accounts
185
Employees
2
Disclosure events
0
Firm details
- Website: http://www.nsfpllc.com
- Telephone: 732-322-2570
- SEC file number: 801-129423
- Most recent Form ADV filing: 2026-04-01
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $747.0 million |
| Non-discretionary regulatory assets under management | $527.6 million |
| Total regulatory assets under management | $1.27 billion |
| Discretionary accounts | 161 |
| Non-discretionary accounts | 24 |
| Total accounts | 185 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 2 |
| Employees performing investment advisory functions (including research) | 2 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 2 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 17 | $3.6 million |
| High net worth individuals | 1 | $2.8 million |
| Pension and profit sharing plans (not the participants or government plans) | 162 | $1.22 billion |
| State or municipal government entities (including government pension plans) | 5 | $51.3 million |