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NorthStar Financial Services Group, LLC

Details

Sector(s) | Subsector(s) Financial Services | Investment and Wealth Management
Investment Year 2015
Status Current
Location Omaha, NE
Region North America

NorthStar is a leading provider of institutional and private client wealth management and investment management solutions to investment advisors.

NorthStar has three primary business units focused on delivering technology, outsourced financial services and investment management to its clients. Orion Advisor Services, a SaaS-provider of portfolio accounting and related solutions for Registered Investment Advisers; Gemini Fund Services, a fund servicer and adminstrator for asset managers; and CLS Investments, a money manager providing asset allocation strategies to financial advisors and their clients. As of June 2017, the company had more than $610 billion in assets under advisement and management.

In the News

May 05, 2015

TA Associates Completes Acquisition of NorthStar

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Feb 09, 2015

TA Associates to Acquire Majority Interest in NorthStar

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