Northstar Capital Funds, LLC

Fee-Only (% of Portfolio)

NorthStar Capital Funds provides investment advice to a private pooled investment vehicle (the Fund) intended for sophisticated and institutional investors. NorthStar's advisory services focus on long/short equity investments within the growth sectors of the economy, with an emphasis on technology, telecommunications, media, and alternative energy. The firm does not tailor advisory services to individual needs, and clients may not impose restrictions on investments.

Assets Under Management$72M
Clients1
AdvisorsN/A
Avg. per Client$72M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiable under certain circumstances. The firm also receives 20% of the capital gains each year as a performance-based compensation, which may also be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Northstar Capital Funds, LLC | TrueAdvisor