The Northstar Group, Inc.
- Regulatory AUM
- $1.0B
- Discretionary
- $1.0B
- Clients
- 258
- Avg AUM / client
- $3.9M
- Accounts
- 677
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 166 positions, $707,411,704)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $113,153,336 | 236,130 | 16.0% | 11.2% |
| 2 | Vanguard Index Fds | TOTAL STK MKT | $77,046,429 | 240,162 | 10.9% | 7.64% |
| 3 | Spdr Series Trust | STATE STREET SPD | $48,113,697 | 525,029 | 6.8% | 4.77% |
| 4 | Apple Inc | COM | $38,084,666 | 150,063 | 5.38% | 3.78% |
| 5 | Alphabet Inc | CAP STK CL C | $30,458,803 | 106,179 | 4.31% | 3.02% |
| 6 | Costco Wholesale Corporation | COM | $21,737,462 | 21,816 | 3.07% | 2.16% |
| 7 | Alphabet Inc | CAP STK CL A | $20,969,638 | 72,923 | 2.96% | 2.08% |
| 8 | Vanguard Index Fds | S&P 500 ETF SHS | $20,435,706 | 34,199 | 2.89% | 2.03% |
| 9 | Amazon Com Inc | COM | $18,133,861 | 87,069 | 2.56% | 1.8% |
| 10 | Meta Platforms Inc | CL A | $14,045,229 | 24,549 | 1.99% | 1.39% |
| 11 | Ishares Tr | IBONDS DEC2026 | $13,000,715 | 536,333 | 1.84% | 1.29% |
| 12 | Arch Cap Group Ltd | ORD | $12,591,900 | 131,179 | 1.78% | 1.25% |
| 13 | Ishares Tr | IBONDS 27 ETF | $11,710,381 | 483,102 | 1.66% | 1.16% |
| 14 | Vanguard Index Fds | VALUE ETF | $11,196,243 | 57,065 | 1.58% | 1.11% |
| 15 | Vanguard Star Fds | VG TL INTL STK F | $10,940,608 | 141,883 | 1.55% | 1.08% |
| 16 | Johnson & Johnson | COM | $10,142,359 | 41,493 | 1.43% | 1.01% |
| 17 | Vanguard Specialized Funds | DIV APP ETF | $9,588,019 | 44,583 | 1.36% | 0.95% |
| 18 | Ishares Tr | IBDS DEC28 ETF | $8,969,004 | 354,086 | 1.27% | 0.89% |
| 19 | Ishares Tr | RUS 1000 GRW ETF | $7,693,282 | 18,042 | 1.09% | 0.76% |
| 20 | Vanguard Index Fds | GROWTH ETF | $7,467,382 | 17,096 | 1.06% | 0.74% |
| 21 | Ishares Tr | IBONDS 27 TRM TS | $7,255,634 | 323,479 | 1.03% | 0.72% |
| 22 | Ishares Tr | IBONDS 28 TRM TS | $7,204,050 | 323,298 | 1.02% | 0.71% |
| 23 | Walmart Inc | COM | $6,777,672 | 54,536 | 0.96% | 0.67% |
| 24 | American Express Co | COM | $6,529,851 | 21,587 | 0.92% | 0.65% |
| 25 | Ecolab Inc | COM | $6,153,361 | 23,131 | 0.87% | 0.61% |
Top 25 of 166 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 53 | $20.2M | 2.01% |
| High net worth individuals | 199 | $969M | 96.1% |
| Pension and profit sharing plans | 4 | $10.0M | 0.99% |
| Charitable organizations | 1 | $7.5M | 0.75% |
| Corporations and other businesses | 1 | $1.7M | 0.16% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henry C. Asher | President | Apr 1986 (40y) | 75% or more | |
| Linda Leigh Ray | Vice President | Oct 1995 (31y) | Less than 5% | |
| Joshua Rene Garcia | Chief Compliance Officer | Feb 2021 (5y) | Less than 5% | |
| Jeffrey Francis Dziegielewski | Registered representative | CFA | Feb 2021 (5y) | |
| Dana Eve Jacoby | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $871M (86% of AUM) Mar 2026
- Charles Schwab & Co. $138M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗