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NorthStar Asset Management Group

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uuid000i7ee

Namestring
NorthStar Asset Management Group
Legal namestring
NorthStar Asset Management, Inc.
Company typeenum
Private
Founded yearint
1990
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersNew York, United States
HQ citystring
New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
socially responsible investing, shareholder activism, values-aligned wealth management, impact investing, ESG investment advisory
Industry3 codes
1Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy)
CodeFSAAALADPrimaryYes
2Advisory Portfolio Management (Non-Discretionary)
CodeFSAAABADPrimaryNo
3Equity Capital Advisory (Private Equity Placements, Growth Capital)
CodeBPAHAOAEPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Investment Advice6282
Product category
Socially Responsible Investment Management
GTM motion2 records

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Services
TypeSubscription Recurring
Description

NorthStar generates revenue through investment advisory fees for managing client portfolios aligned with social justice and progressive values. The firm is registered with the SEC as an investment adviser.

northstarasset.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Others
GTM typeB2B and B2C
B2B and B2C
Offering typeServices
Services
Core offering1 text field

NorthStar Asset Management Group is an SEC-registered investment adviser that provides socially responsible investment advisory services guided by a Six-Pillar Social Framework (Racial Equity, Human Rights, Environmental Justice, Economic Equality, Gender Equity, and Corporate Governance). The firm manages values-aligned portfolios for individuals, families, financial advisors, and institutional investors, while conducting shareholder activism through proposal filings, corporate engagement letters, and proxy voting guidance to drive social and environmental change at portfolio companies.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 4 values shown
  • 250+ shareholder proposals filed to drive systemic change
+3 more records
Product overview1 text field

NorthStar Asset Management Group offers values-driven wealth management and investment advisory services centered on shareholder activism and social justice. The firm provides investment services for individuals, families, financial advisors, and institutional investors (foundations, endowments, nonprofits, faith-based organizations). NorthStar's investment approach is guided by a Six-Pillar Social Framework encompassing Racial Equity, Human Rights, Environmental Justice, Economic Equality, Gender Equity, and Corporate Governance. The firm's primary offerings include portfolio design aligned with client values, corporate engagement and shareholder advocacy, proxy voting guidance, and activism campaigns targeting corporations on social and governance issues.

Product and service1 record
1Individual and Family Investment Management
Scale indicator7 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierMinorTypeOthers
Description

NorthStar's Director of Impact Research, Whitney Nguyen, CFA, spoke at PRI in Person 2025 in Brazil, discussing how investors can embrace AI and innovation without compromising sustainability.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight4 records

Each record includes

Type, Description

Peers10 records
TypeBroad incumbent
Description

Impax Asset Management is a larger specialist in sustainable investing; competes with NorthStar for institutional SRI mandates with a much broader product set.

TypeDirect peer
Description

Boston-based SRI/ESG investment manager with a comparable values-aligned mandate and shareholder engagement focus, serving individuals, advisors, and institutions — directly overlapping NorthStar's segments and philosophy.

TypeEmerging player
Description

Nonprofit shareholder advocacy and foundation partner that files many of the same corporate proposals; an indirect competitor for activism-driven client mandates and a potential coalition partner.

TypeBroad incumbent
Description

Long-standing SRI mutual fund sponsor with shareholder advocacy capabilities; competes for the same values-aligned retail and institutional capital as NorthStar but at much greater AUM scale.

TypeOthers
Description

Faith-based investor coalition that coordinates shareholder engagement on social and environmental issues; an ecosystem participant that NorthStar's team (e.g., Madison Krieger) directly engages with at ICCR conferences.

TypeDirect peer
Description

Boston-based SRI manager with a sustainability- and justice-focused mandate and active shareholder engagement; similar in size, geography, and progressive values thesis to NorthStar.

TypeDirect peer
Description

Boston-based SRI advisor serving institutions, foundations, and individuals with values-aligned investing and active engagement; directly comparable in size, location, and client mix.

TypeDirect peer
Description

Mission-driven SRI manager focused on environmental and social issues, with shareholder advocacy at the core of its offering — directly comparable to NorthStar's environmental justice and engagement pillars.

TypeBroad incumbent
Description

Large established SRI/impact manager offering a wide range of responsible investment funds and shareholder advocacy; covers NorthStar's same thematic space at materially greater scale.

TypeDirect peer
Description

Faith-based and values-aligned investment advisor with shareholder engagement, serving faith-based institutions similar to NorthStar's faith-based institutional segment.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers3 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
Compliance2 records

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

NorthStar Asset Management Group

Socially Responsible Investment Managementnorthstarasset.com

NorthStar Asset Management Group firmographics

Firmographics
Name
NorthStar Asset Management Group
Legal name
NorthStar Asset Management, Inc.
Website
https://northstarasset.com
Company type
Private
Founded year
1990
Operating status
Operating
Headcount range
101–250 employees
Ownership category
akta.pro rank

NorthStar Asset Management Group industry classification

Industry
Product category
Socially Responsible Investment Management
NAICS
Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
SIC
Investment Advice (6282)
akta.pro primary industry
Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy) (FSAAALAD)
akta.pro secondary industries
Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

  • Socially responsible investing
  • Shareholder activism
  • Values-aligned wealth management
  • Impact investing
  • ESG investment advisory

Where NorthStar Asset Management Group is headquartered

Location

Headquarters

HQ city
New York
HQ country
United States
HQ region
North America

Offices1 record

Markets served

NorthStar Asset Management Group business model

Business model
GTM type
B2B and B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

  1. Investment Advisory Services: NorthStar generates revenue through investment advisory fees for managing client portfolios aligned with social justice and progressive values. The firm is registered with the SEC as an investment adviser.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

NorthStar Asset Management Group product offering

Product offering

Core offering

NorthStar Asset Management Group is an SEC-registered investment adviser that provides socially responsible investment advisory services guided by a Six-Pillar Social Framework (Racial Equity, Human Rights, Environmental Justice, Economic Equality, Gender Equity, and Corporate Governance). The firm manages values-aligned portfolios for individuals, families, financial advisors, and institutional investors, while conducting shareholder activism through proposal filings, corporate engagement letters, and proxy voting guidance to drive social and environmental change at portfolio companies.

Product overview

NorthStar Asset Management Group offers values-driven wealth management and investment advisory services centered on shareholder activism and social justice. The firm provides investment services for individuals, families, financial advisors, and institutional investors (foundations, endowments, nonprofits, faith-based organizations). NorthStar's investment approach is guided by a Six-Pillar Social Framework encompassing Racial Equity, Human Rights, Environmental Justice, Economic Equality, Gender Equity, and Corporate Governance. The firm's primary offerings include portfolio design aligned with client values, corporate engagement and shareholder advocacy, proxy voting guidance, and activism campaigns targeting corporations on social and governance issues.

Differentiator

Problem solved

Functional benefit

Products and services

  • Individual and Family Investment Management

Quantifiable outcome

  • 250+ shareholder proposals filed to drive systemic change
  • +3 more outcomes

Companies that use NorthStar Asset Management Group

Customer profile

Named customers3 records

Segments3 records

Ideal customer profiles3 records

NorthStar Asset Management Group technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

NorthStar Asset Management Group partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • UNPRI (UN Principles for Responsible Investment)minorOthersNorthStar's Director of Impact Research, Whitney Nguyen, CFA, spoke at PRI in Person 2025 in Brazil, discussing how investors can embrace AI and innovation without compromising sustainability.

Scale indicators7 records

Recent moves6 records

Expansion highlights4 records

NorthStar Asset Management Group competitors and assessment

Company assessment

Broad incumbents

  • Trillium Asset Management (parent: Impax): Impax Asset Management is a larger specialist in sustainable investing; competes with NorthStar for institutional SRI mandates with a much broader product set.
  • Domini Impact Investments: Long-standing SRI mutual fund sponsor with shareholder advocacy capabilities; competes for the same values-aligned retail and institutional capital as NorthStar but at much greater AUM scale.
  • Calvert Investments: Large established SRI/impact manager offering a wide range of responsible investment funds and shareholder advocacy; covers NorthStar's same thematic space at materially greater scale.

Direct peers

  • Trillium Asset Management: Boston-based SRI/ESG investment manager with a comparable values-aligned mandate and shareholder engagement focus, serving individuals, advisors, and institutions — directly overlapping NorthStar's segments and philosophy.
  • Boston Common Asset Management: Boston-based SRI manager with a sustainability- and justice-focused mandate and active shareholder engagement; similar in size, geography, and progressive values thesis to NorthStar.
  • Walden Asset Management: Boston-based SRI advisor serving institutions, foundations, and individuals with values-aligned investing and active engagement; directly comparable in size, location, and client mix.
  • Green Century Capital Management: Mission-driven SRI manager focused on environmental and social issues, with shareholder advocacy at the core of its offering — directly comparable to NorthStar's environmental justice and engagement pillars.
  • Praxis Impact Advisors: Faith-based and values-aligned investment advisor with shareholder engagement, serving faith-based institutions similar to NorthStar's faith-based institutional segment.

Emerging players

  • As You Sow: Nonprofit shareholder advocacy and foundation partner that files many of the same corporate proposals; an indirect competitor for activism-driven client mandates and a potential coalition partner.

Others

  • ICCR (Interfaith Center on Corporate Responsibility): Faith-based investor coalition that coordinates shareholder engagement on social and environmental issues; an ecosystem participant that NorthStar's team (e.g., Madison Krieger) directly engages with at ICCR conferences.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

NorthStar Asset Management Group social profiles

Digital presence

NorthStar Asset Management Group compliance and trust

Trust signal

Compliance2 records

NorthStar Asset Management Group financial estimates

Financial estimate

Revenue estimate

Valuation estimate

NorthStar Asset Management Group leadership team

Management profile

Number of profiles

Profiles4 records

NorthStar Asset Management Group funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

NorthStar Asset Management Group M&A and investment

M&A and investment

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NorthStar Asset Management Group

What does NorthStar Asset Management Group do?

NorthStar Asset Management Group is an SEC-registered investment adviser that provides socially responsible investment advisory services guided by a Six-Pillar Social Framework (Racial Equity, Human Rights, Environmental Justice, Economic Equality, Gender Equity, and Corporate Governance). The firm manages values-aligned portfolios for individuals, families, financial advisors, and institutional investors, while conducting shareholder activism through proposal filings, corporate engagement letters, and proxy voting guidance to drive social and environmental change at portfolio companies.

Is NorthStar Asset Management Group a public or private company?

NorthStar Asset Management Group is a private company. It is classified as management employee owned and is currently operating.

When was NorthStar Asset Management Group founded?

NorthStar Asset Management Group was founded in 1990. It employs 101 to 250 people.

Where is NorthStar Asset Management Group based?

NorthStar Asset Management Group is headquartered in New York, United States, in the North America region.

How does NorthStar Asset Management Group make money?

One revenue line is on record: investment Advisory Services.

Who are NorthStar Asset Management Group's main competitors?

Broad incumbents on record are Trillium Asset Management (parent: Impax), Domini Impact Investments and Calvert Investments. Direct peers are Trillium Asset Management, Boston Common Asset Management, Walden Asset Management, Green Century Capital Management and Praxis Impact Advisors. As You Sow is listed as an emerging player. ICCR (Interfaith Center on Corporate Responsibility) is listed as an others.

Does NorthStar Asset Management Group have an API?

No public API is recorded for NorthStar Asset Management Group.

What industry is NorthStar Asset Management Group in?

NorthStar Asset Management Group's product category is Socially Responsible Investment Management. Its primary akta.pro industry code is FSAAALAD, Stewardship & Active Ownership (Engagement, Proxy Voting, Shareholder Advocacy), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
The Irish TimesGreen energy call on BOC Gases owner wins investor supportShareholders controlling 13.05 per cent of Linde, the industrial gas giant that owns BOC Gases Ireland, backed a NorthStar Asset Management motion calling on the company to set a clear renewable energy strategy at its London AGM, despite board opposition. Linde consumes 42.5 million megawatt hours of electricity annually across 80 countries, and following the motion the company announced power purchase agreements covering just 1.5 per cent of its 2025 electricity use in Spain, Greece, South Africa, and India.Inc.Ben & Jerry’s Investors Raise Concerns Over Stifled Social ActivismInvestors for Magnum Ice Cream Company, the parent company of Ben & Jerry's, have sent a letter of concern to Magnum management ahead of its May 7 annual general meeting, expressing worry that restricting the ice cream brand's social activism is damaging its business and brand equity. Shareholders led by NorthStar Asset Management, who collectively hold at least $1.3 million in shares, claim Magnum has dismantled Ben & Jerry's social mission that was historically preserved through an independent board established when Unilever acquired the brand in 2000. Ben & Jerry's founders Ben Cohen and Jerry Greenfield have publicly opposed Magnum's decisions, including blocking posts on Black History Month, a Gaza ceasefire, and student protesters, with Greenfield resigning in September 2025.The IndependentIce cream giant faces investor revolt over Ben and Jerry’s social mission and financial transparencyA coalition of investors led by NorthStar Asset Management, collectively holding at least $1.3 million in Magnum stock, has challenged the ice cream company over its handling of Ben & Jerry's social activism and financial transparency, sending a letter ahead of Magnum's May 7 annual general meeting. The shareholders are demanding clarity on how Magnum plans to uphold Ben & Jerry's independent board agreement and provide separate sales and profit figures, warning that Magnum's actions—including reducing Ben & Jerry's board to just two members—could damage the brand's business and value. The investors argue that Magnum has systematically disregarded the independent board agreement that was originally established when Unilever acquired Ben & Jerry's in 2000 to preserve its social mission.PR NewswireMicrosoft holds annual shareholders meetingMicrosoft held its annual shareholders meeting on December 2, 2020, where CEO Satya Nadella discussed the company's role during 2020's challenges and CFO Amy Hood reported strong execution in fiscal year 2020 with continued cloud infrastructure expansion. Shareholders re-elected all 12 directors with over 98% approval, approved executive compensation with over 94% support, and ratified Deloitte & Touche LLP as independent auditor with over 96% approval, while rejecting a NorthStar Asset Management proposal on board employee representation that received less than 6% support.GlobeNewswireMarket Trends Toward New Normal in Novo Nordisk A/S, Brookfield Asset Management, Dun & Bradstreet, Goldcorp, NorthStar Asset Management Group, and IMAX — Emerging Consolidated Expectations, Analyst RFundamental Markets released new research reports on Novo Nordisk, Brookfield Asset Management, Dun & Bradstreet, Goldcorp, NorthStar Asset Management, and IMAX. The reports include financial performance data for the latest periods, such as Novo Nordisk's revenue up 3.78% and Brookfield's revenue up 67.08%.PR NewswireHow These REIT Stocks are Faring? -- Northstar Asset Management, NorthStar Realty Finance, Brixmor Property, and Realty IncomeThis December 2016 article analyzes four retail REIT stocks: Northstar Asset Management Group Inc., NorthStar Realty Finance Corp., Brixmor Property Group Inc., and Realty Income Corp., covering their stock performance and recent corporate developments. Shareholders of Northstar Asset Management, NorthStar Realty Finance, and Colony Capital voted to approve a three-way merger forming Colony NorthStar, Inc. with a market capitalization exceeding $8 billion, expected to close in January 2017. Additionally, Realty Income raised its monthly dividend and received an upgrade from Morgan Stanley, while Brixmor Property appointed a new board member and experienced a downgrade from Citigroup.PR NewswireNorthStar Asset Management Group Announces Special Dividend in Connection with the Colony NorthStar MergerNorthStar Asset Management Group Inc. declared a one-time special dividend of approximately $1.16 per share, contingent on the closing of its previously announced merger with Colony Capital Inc. and NorthStar Realty Finance Corp. The merger, expected to close on January 10, 2017, will result in the creation of Colony NorthStar Inc., with trading expected to begin on January 11, 2017. The Special Dividend will be paid as soon as reasonably practicable following the merger's closing, with a record date of January 3, 2017.PR NewswireMSD Partners, L.P. and MSD Capital, L.P. Send Letter to the Special Committee of the Board of Directors of NorthStar Asset Management Group Inc.MSD Partners, L.P. and MSD Capital, L.P., collectively the largest stockholder of NorthStar Asset Management Group Inc. with approximately 10.2% of outstanding shares, have sent a letter to NSAM's Special Committee expressing opposition to the proposed three-way combination with Colony Capital, Inc. and NorthStar Realty Finance Corp. announced on June 3, 2016. While acknowledging the transaction's potential to create value through scale and synergies, MSD stated that as currently structured, the deal does not provide sufficient value to NSAM stockholders and that the proposed governance arrangements fall short of good governance norms. MSD explicitly declared it does not intend to vote for the transaction in its current form and called on the board to ensure management prioritizes stockholder value maximization.PR NewswireThe Need For Shareholders To Advocate For Global LGBTQ Rights To Be Underscored At Major National Financial ConferenceFirst Affirmative Financial Network announced that the 27th annual SRI Conference, to be held November 9-11, 2016 in Denver, will host a panel exploring shareholder advocacy for global LGBTQ rights, building on domestic successes. Shareholder activism has proven highly effective, with nearly 200 companies improving LGBTQ workplace policies, including a successful 54.7% vote at J.B. Hunt Transport in April 2016. The 2016 shareholder season saw 10 resolutions filed, with seven withdrawn and results pending on two others, while Trillium Asset Management and NorthStar Asset Management were the leading sponsors.PR NewswireNorthStar Asset Management Group Declares Second Quarter Common Stock DividendNorthStar Asset Management Group's Board of Directors declared a cash dividend of $0.10 per share of common stock for the quarter ended June 30, 2016, with payment expected on August 19, 2016 to shareholders of record as of August 15, 2016. The company's common shares will begin trading ex-dividend on August 11, 2016. NorthStar Asset Management Group is a global asset management firm focused on real estate and other investment platforms operating in the United States and internationally.