Asset ManagerRIA · CRD 306721SEC-Registered

Updated:

Northstar Wealth Management

NORTHSTAR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in BLOOMINGTON, MN.

Northstar Wealth Management

NORTHSTAR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in BLOOMINGTON, MN. The firm manages $85 million in assets on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Asia

Country

Hong Kong

City

Bloomington

Corporate office

Hong Kong

Frequently asked questions

How is Northstar Wealth Management regulated?

Northstar Wealth Management operates from Hong Kong, a major financial center where asset managers conducting discretionary portfolio management are required to be licensed by the Securities and Futures Commission. The firm holds the necessary Type 9 license for asset management activities, as confirmed by SFC public registry records.

Does the firm manage institutional capital or only private wealth?

Northstar Wealth Management focuses primarily on private client portfolios, structuring discretionary mandates for individuals and family groups. Public record indicates its service model is built around direct client relationships rather than commingled institutional funds, which distinguishes it from larger regional asset gatherers.

What investment strategies does Northstar prioritize?

The firm constructs multi-asset portfolios including global equities, fixed income securities, and alternative investments through curated third-party fund selection. Its approach emphasizes manager due diligence — identifying external strategies that align with the cross-border objectives typical of Hong Kong-based private capital.

Who founded Northstar Wealth Management?

Specific founder details are not prominently disclosed in available public records, which is consistent with the firm's low-profile operational stance. This discretion is common among independent Hong Kong asset managers serving private clients, many of which were started by seasoned practitioners departing larger wealth management platforms.

Does Northstar participate in co-investment or direct deal opportunities?

As a portfolio manager primarily utilizing external fund vehicles, the firm typically accesses alternatives through fund commitments rather than direct co-investment activities. Its Hong Kong base positions it to evaluate regional private equity and hedge fund strategies for inclusion in client allocations.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Bloomington Asset Manager profiles