{"url":"https://nivawealth.com/firms/northstar-fiduciary-partners-284994","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284994","regulatoryAum":1274620948,"crd":"284994","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1401600","suffix":null,"lastName":"BERDOFF","firstName":"GARY","middleName":"BRUCE"},{"crd":"5072777","suffix":null,"lastName":"BRANCH","firstName":"WILLIAM","middleName":"ROGER"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-14","regulatoryAum":771692414,"clients":104,"employees":2,"offices":1},{"filedOn":"2025-02-19","regulatoryAum":1145519500,"clients":153,"employees":2,"offices":1},{"filedOn":"2026-04-01","regulatoryAum":1274620948,"clients":185,"employees":2,"offices":1}],"secFileNumber":"801-129423","legalName":"Northstar Fiduciary Partners, LLC","displayName":"NorthStar Fiduciary Partners","slug":"northstar-fiduciary-partners-284994","website":"https://nsfpllc.com/","classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"25 January 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1274620948,"discretionary":746992419,"discretionaryAccounts":161,"nonDiscretionary":527628529,"nonDiscretionaryAccounts":24,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":17,"regulatoryAum":3600000},{"label":"High-net-worth individuals","clients":1,"fewerThan5":true,"regulatoryAum":2800000},{"label":"Pension and profit-sharing plans","clients":162,"regulatoryAum":1216952413},{"label":"State or municipal government entities","clients":5,"regulatoryAum":51268535}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":6400000},{"name":"John Hancock Distributors LLC","shortName":"John Hancock Distributors","location":"Boston, MA","smaAssets":1143026478},{"name":"Empower Trust Company LLC","shortName":"Empower","location":"Greenwood Village, CO","smaAssets":41277510},{"name":"Ascensus Trust","shortName":"Ascensus Trust","location":"Fargo, ND","smaAssets":40762944}],"custodyNote":"NorthStar Fiduciary Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Gary Berdoff","title":"Managing Member, Principal & Chief Compliance Officer","crd":"1401600"}],"ownership":[{"label":"Gary Berdoff","detail":"Managing member, principal & chief compliance officer in the 75% or more ownership band and a control person, since August 2023."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"732-322-2570","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":16},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":70},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284994/PDF/284994.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does NorthStar Fiduciary Partners have?","answer":"NorthStar Fiduciary Partners has 185 clients and manages $1.27 billion for them, as of April 2026. They include 162 pension and profit-sharing plans, 17 individual clients, and 5 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does NorthStar Fiduciary Partners offer?","answer":"NorthStar Fiduciary Partners provides portfolio management for individuals and small businesses and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does NorthStar Fiduciary Partners use?","answer":"NorthStar Fiduciary Partners’ separately managed account assets are held at John Hancock Distributors LLC (Boston, MA), with $1.14B, Empower Trust Company LLC (Greenwood Village, CO), with $41.3M, Ascensus Trust (Fargo, ND), with $40.8M and Charles Schwab & Co., Inc. (Westlake, TX), with $6.4M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does NorthStar Fiduciary Partners have?","answer":"NorthStar Fiduciary Partners has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does NorthStar Fiduciary Partners invest in?","answer":"At the end of its last fiscal year, NorthStar Fiduciary Partners’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 5% non-exchange-traded equities, 4% investment grade corporate bonds, 4% cash and equivalents and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns NorthStar Fiduciary Partners?","answer":"NorthStar Fiduciary Partners’ direct owner is Gary Berdoff (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does NorthStar Fiduciary Partners get paid?","answer":"NorthStar Fiduciary Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact NorthStar Fiduciary Partners?","answer":"Its phone number is 732-322-2570. Its website is nsfpllc.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}