# NorthStar Asset Management

NorthStar Asset Management is a RIA based in Boston, US.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boston, US
- **Region:** North America
- **Address:** Blue Bell, PA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** northstarmgt.com

## Regulatory record

- **CRD number:** 107138
- **SEC file number:** 801-37897
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107138

## About

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.

## Sectors

- Wealth Management
- Private Wealth

## People

- 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

## Questions

### 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.

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

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