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NORTH STAR INVESTMENT MANAGEMENT CORPORATION
CRD 117681 · SEC 801-62013
20 N. WACKER DRIVE, SUITE 2027, CHICAGO, IL, 60606-2902, United States
Phone
312-580-0900
Fax
312-580-0901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.50B
Discretionary AUM
$2.43B
Team
26 total employees; 14 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2023 | $365.8M |
| High net worth individuals | 513 | $1.59B |
| Investment companies | 5 | $397.8M |
| Pension/profit sharing plans | 80 | $129.5M |
| Charitable organizations | 22 | $20.5M |
States served
VT, AZ, CA, CO, DC, GA, IL, IN, IA, KS, LA, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, TN, UT, VA, WI, TX, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD