NORTHSTAR PORTFOLIO INVESTMENTS, LLC

NORTHSTAR PORTFOLIO INVESTMENTS, LLC of STAMFORD, CT is an SEC-registered investment adviser (CRD 173314). Regulatory assets under management: $64.4M.

Registration

• CRD: 173314
• Type: Registered investment adviser
• Location: 80, FOURTH STREET, STAMFORD, CT, 06905
• Phone: 888-600-1423
• Latest filing: 2026-03-31
• Regulatory AUM: $64.4M
• Discretionary AUM: $50.4M
• Non-discretionary AUM: $14.0M
• Clients: 2
• Accounts: 164

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173314 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search