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NorthStar Advisory Group
NorthStar Advisory Group is an SEC-registered investment adviser in Northfield, NJ, registered since 2020. The firm manages approximately $377 million in...
NorthStar Advisory Group
NorthStar Advisory Group is an SEC-registered investment adviser in Northfield, NJ, registered since 2020. The firm manages approximately $377 million in assets. It has 9 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
Location
Region
North America
Country
United States
City
Northfield
Corporate office
Northfield, IL, United States
Principals
Peter A. Klein
Managing Partner
Sector focus
Frequently asked questions
Does NorthStar participate in fund commitments or only direct deals?
The firm's model centers on direct deal syndication, not fund commitments. NorthStar does not operate its own commingled private credit or real estate funds, and its ADV filings do not list pooled investment vehicles as a client type. This gives participating families direct ownership of the underlying loan or property interests.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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