NORTHSTAR ASSET Overview

Northstar Asset Management Llc is an investment advisor that manages 515.1 MM dollars in regulatory AUM and has 4 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 239MM in positions, representing 46% of the manager's regulatory AUM.

NORTHSTAR ASSET StockAlpha

-0.9%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

NORTHSTAR ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VGT 11.17% ETF 1.66% -0.3% 0 3%
VB 4.49% ETF 8.58% 0.2% 0 2%
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FEATURED IN
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NORTHSTAR ASSET Founders and Key Employees

Name Title In Position Since
Robert Bobrow Managing Director May-2000
Christopher M. Dunham Managing Director, Chief Compliance Officer May-2000
Charles W. Ormerod Managing Director, Chairman May-2000
Edward B. Putnam Managing Director, Ceo May-2000

NORTHSTAR ASSET Brokers, Custodians, Auditors and Administrators

Type Company

NORTHSTAR ASSET Investment Strategy

NORTHSTAR ASSET Portfolio Concentration

NORTHSTAR ASSET Location

488 NORRISTOWN ROAD
SUITE 142
BLUE BELL, Pennsylvania
UNITED STATES, 19422

NORTHSTAR ASSET Contact Information

Phone Number: 484-342-4200
Fax Number: 484-342-4201
Website:

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