NORTHSTAR FIDUCIARY PARTNERS, LLC

Latest filing: Aug 20, 2024 (71 days ago)
View on IAPD
Adviser Website

AUM

$771,692,414
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

2
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

, OH
, , OH, ,

Client AUM

Discretion AUM
Discretionary $0.4
Non-Discretionary $0.4
Total $0.8
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.8
Total $0.8
Retail Accounts AUM
Individual 10 $0.0
Average Individual AUM $115,000
HNW 3 $0.0
Average HNW AUM $916,667
Retail Total 13 $0.0
Average Retail AUM $300,000

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
JOHN HANCOCK DISTRIBUTORS LLC BOSTON-MA-USA $0.7
EMPOWER TRUST COMPANY LLC GREENWOOD VILLAGE-CO-USA $0.0
CHARLES SCHWAB & CO., INC. WESTLAKE-TX-USA $0.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.8
Retail SMA AUM $0.0
Institutional SMA AUM $0.8
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 0% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
BERDOFF, GARY, BRUCE MANAGING MEMBER, PRINCIPAL & CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
GARY BERDOFF EAST BRUNSWICK NJ S63|1986-04-28|S65|2006-12-01
WILLIAM BRANCH EAST BRUNSWICK NJ S66|2006-04-24

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $0.8 $0.0 0% 2 0 0%
2024-04-02 $0.8 $0.0 0% 2 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
OH-09/30/2016
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV