Northstar Capital, LLC

Fee-Only (% of Portfolio)

Northstar Company manages investments for private investment funds, making junior capital investments and equity co-investments in lower middle-market companies. Northstar provides investment management services to various private investment funds. Northstar has full authority over investment decisions, following the investment objectives and guidelines in each client's governing documents. Northstar does not offer any other type of advisory services other than management of investments for the Northstar Clients and providing Co-Investment opportunities.

Assets Under Management$1.1B
Clients7
AdvisorsN/A
Avg. per Client$160M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Northstar Company does not directly manage investments for individual investors. It manages investments for private investment funds.

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Northstar Capital, LLC | TrueAdvisor