Northstar Fiduciary Partners, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $747M
- Clients
- 185
- Avg AUM / client
- $6.9M
- Accounts
- 185
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $3.6M | 0.28% |
| High net worth individuals | 1 | $2.8M | 0.22% |
| Pension and profit sharing plans | 162 | $1.2B | 95.5% |
| State or municipal government entities | 5 | $51.3M | 4.02% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary Bruce Berdoff | Managing Member, Principal & Chief Compliance Officer | Aug 2023 (3y) | 75% or more | |
| William Roger Branch | Registered representative | Feb 2024 (2y) |
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.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| General Plumbing Supply, Inc. Retirement And 401(k) Plan | General Plumbing Supply, Inc. | 444 | $37.5M | 04/01/2024 |
| C Squared Systems, L.L.C. 401(k) Plan | C Squared Systems, L.L.C. | 139 | $11.0M | 01/01/2024 |
| Gerken Retirement Savings Plan | Gerken Materials, Inc. | 334 | $31.0M | 01/01/2024 |
| Lorenzo Food Group Inc 401(k) Profit Sharing Plan & Trust | Lorenzo Food Group Inc | 480 | $5.9M | 01/01/2024 |
| Department Of Commerce Federal Credit Union 401(k) Plan | Department Of Commerce Federal Credit Union | 93 | $13.0M | 01/01/2024 |
| Black Pearl Educational Services, Llc 401(k) Plan | Black Pearl Educational Services, Llc | 139 | $14.3M | 01/01/2024 |
| Centers For Advanced Orthopaedics, Llc 401(k) Profit Sharing Plan | Centers For Advanced Orthopaedics, Llc | 2,133 | $196M | 01/01/2024 |
| Beauty Educators 401(k) Plan | Eeg, Inc. | 942 | $24.4M | 01/01/2024 |
| Measurabl, Inc. 401(k) Plan | Measurabl, Inc. | 122 | $12.6M | 01/01/2024 |
| Cinnaire Corporation Profit Sharing Plan | Cinnaire Corporation | 146 | $15.4M | 01/01/2024 |
| Fidelity Deposit & Discount Bank Profit Sharing Plan | Fidelity Deposit & Discount Bank | 288 | $27.9M | 01/01/2024 |
| The Most Worshipful Grand Lodge F & Am Of Florida Employee Plan And Trust | The Most Worshipful Grand Lodge Of F & Am Of Florida | 50 | $2.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 899 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- John Hancock Distributors Llc $1.1B (90% of AUM) Apr 2026
- Empower Trust Co $41.3M (3% of AUM) Apr 2026
- Ascensus Trust Company $40.8M (3% of AUM) Apr 2026
- Charles Schwab & Co. $6.4M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗