# NorthStar Advisory Group

NorthStar Advisory Group is a Bank / Wealth / Trust based in Northfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Northfield, United States
- **Region:** North America
- **Address:** Northfield, IL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** northstaradvisory.com
- **LinkedIn:** https://www.linkedin.com/company/the-northstar-advisory-group

## Regulatory record

- **CRD number:** 306850
- **SEC file number:** 801-118179
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306850

## About

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.

## Sectors

- Private Credit
- Real Estate
- Private Equity

## People

- Peter A. Klein — Managing Partner

## 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.

## Related profiles

- [Northquant Capital Management](https://altss.com/profile/northquant-capital-management)
- [Northstar Financial Companies](https://altss.com/profile/northstar-financial-companies)

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Last updated: 2026-06-03T20:00:00.000Z

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