NORTHSTAR INVESTMENT PARTNERS

NORTHSTAR INVESTMENT PARTNERS of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 340596). Regulatory assets under management: $37.5M.

Registration

• CRD: 340596
• Type: Registered investment adviser
• Location: 3255 NORTH POINT PKWY, ALPHARETTA, GA, 30005
• Phone: 770-559-6220
• Latest filing: 2026-06-02
• Regulatory AUM: $37.5M
• Discretionary AUM: $37.5M
• Clients: 6
• Accounts: 78

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340596 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search