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NORTHSTAR CAPITAL

MINNEAPOLIS, MN · CRD 158003 · IAPD ↗ · 612-371-5700

$1.02BRegulatory AUM
12Advisory reps
17Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — NORTHSTAR CAPITAL, LLC is now doing business as NORTHSTAR CAPITAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
70
April 2025 — NORTHSTAR CAPITAL, LLC crossed $1B in regulatory AUM ($917.3M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — NORTHSTAR CAPITAL, LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.