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NORTHSTAR FIDUCIARY PARTNERS, LLC

· CRD 284994 · IAPD ↗ · nsfpllc.com · 732-322-2570

$1.27BRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — NORTHSTAR FIDUCIARY PARTNERS, LLC crossed $1B in regulatory AUM ($771.7M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — NORTHSTAR FIDUCIARY PARTNERS, LLC crossed $500M in regulatory AUM ($451.7M -> $771.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
98
February 2024 — NORTHSTAR FIDUCIARY PARTNERS, LLC (location n/a) is newly SEC-registered with $451.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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