Asset manager
Northstar Fiduciary Partners, LLC
SEC-registered investment adviser · CRD 284994 · SEC 801-129423
At a glance
Northstar Fiduciary Partners, LLC is an SEC-registered investment adviser based in United States, with $1.3 billion in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 18 individual clients. By Form ADV it is a asset manager, ranked 1,243rd of 3,218 asset managers and 4,697th of 17,210 SEC-registered advisers by assets.
nsfpllc.comAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among asset managers
- #1,243 of 3,218
- Rank among all SEC RIAs
- #4,697 of 17,210
- Individual clients
- 18
- High-net-worth clients
- 1
- Accounts
- 185
- Discretionary
- 59% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Gary B. BerdoffManaging Member, Principal & Chief Compliance Officer
Custody and brokerage
4 custodians
- John Hancock Distributors$1.1B93%
- Empower Trust Company$41M3%
- Ascensus Trust$41M3%
- Charles Schwab$6M<1%
Other RIAs using John Hancock DistributorsOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 162 | $1.2B | 95% |
| State or municipal government entities | 5 | $51M | 4% |
| Individuals | 17 | $4M | <1% |
| High-net-worth individuals | 1 | $3M | <1% |
Disciplinary disclosures
Northstar Fiduciary Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗nsfpllc.com ↗
AtlasMembers
The full record on Northstar Fiduciary Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 969 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Northstar Fiduciary Partners, LLC manage?
Northstar Fiduciary Partners, LLC reports $1.3 billion in regulatory assets under management across 185 accounts, 59% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is Northstar Fiduciary Partners, LLC?
Northstar Fiduciary Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Northstar Fiduciary Partners, LLC’s clients?
By assets, its largest client types are pension and profit sharing plans ($1.2 billion, 162 clients); state or municipal government entities ($51 million, 5 clients); individuals ($4 million, 17 clients).
Does Northstar Fiduciary Partners, LLC have any disciplinary history?
Northstar Fiduciary Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Northstar Fiduciary Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →