Updated:Jun 3, 2026

NorthStar Asset Management

Northstar Asset Management LLC is an SEC-registered investment adviser in Boston, MA, since 1990. The firm manages $806 million in assets. It has 15 employees...

NorthStar Asset Management

Northstar Asset Management LLC is an SEC-registered investment adviser in Boston, MA, since 1990. The firm manages $806 million in assets. It has 15 employees and 9 investment advisers.

Website

northstarmgt.com

General information

Firm type

RIA

Year founded

2000

Location

Region

North America

Country

City

Boston

Corporate office

Blue Bell, PA, United States

Principals

John G. Carson

Chief Executive Officer and Senior Portfolio Manager

Kristen Hannan

Vice President and Senior Portfolio Associate

Bill Kaeli

Vice President of Portfolio Management

Sector focus

Wealth ManagementPrivate Wealth

Who runs investment decisions at NorthStar Asset Management?

John G. Carson, CEO and Senior Portfolio Manager, leads the investment team. He is joined by Bill Kaeli, Vice President of Portfolio Management, and both are members of the firm’s Investment and Compliance committees (per the firm website).

What investment stages and asset classes does NorthStar target?

NorthStar invests across all capital structures, regions, and sectors without style biases. The firm emphasizes flexibility — it does not limit itself to public equities, fixed income, or any single asset class, but tactically repositions portfolios as market conditions change.

Does NorthStar participate in direct deals or co-investments?

NorthStar does not publicly disclose direct investments, co-investments, or fund commitments. Its website describes a focus on individually managed portfolios of public securities rather than private deals.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.