# NORTHSTAR ASSET MANAGEMENT COMPANY, LLC

NORTHSTAR ASSET MANAGEMENT COMPANY, LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 328279
- Type: SEC-registered investment adviser
- SEC file number: 801-129534
- Location: 488 NORRISTOWN ROAD, SUITE 142, BLUE BELL, PA, 19422
- Phone: 484-342-4200
- Latest filing: 2026-03-27
- Regulatory AUM: $659.8M
- Discretionary AUM: $590.7M
- Non-discretionary AUM: $69.1M
- Clients: 6
- Accounts: 379

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| John Gerard Carson | CHIEF EXECUTIVE OFFICER | — |
| William Thomas Kaeli Jr | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Kristen Michele Hannan | VICE PRESIDENT AND DIRECTOR OF CLIENT RELATIONS | — |
| CARSON JOHN GERARD | CHIEF EXECUTIVE OFFICER | — |
| HANNAN KRISTEN MICHELE | VICE PRESIDENT AND DIRECTOR OF CLIENT RELATIONS | — |
| KAELI JR WILLIAM THOMAS | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328279/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328279/similar
- Related entities: https://search.stillhousedata.com/firm/328279/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328279

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.