North Star Investment Management Corporation
● SEC registered since 2003CRD 117681SEC# 801-62013Chicago, IL
Reg. AUM
$2.5B
Employees
26
Accounts
2,643
Location
Chicago, IL
North Star Investment Management Corporation assets under management
North Star Investment Management Corporation is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2003. It reports $2.5 billion in regulatory assets under management and employs 26 people.
North Star Investment Management Corporation owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Eisenberg Control | Chief Compliance Officer | Under 5% | 2016 |
| Bradley Eric Cohen Control | Portfolio Manager | Under 5% | 2008 |
| Eric Charles Kuby Control | Director; Chief Investment Officer | Under 5% | 2004 |
| North Star Financial Services Corp. Control | Shareholder | Over 75% | 2006 |
| Peter David Gottlieb Control | Director; President | Under 5% | 2001 |
| Eric C Kuby Living Trust U/A/D 3/13/03 Control | Shareholder | 25-50% | 2018 |
| Eric Charles Kuby Control | Trustee | — | 2018 |
| Peter D. Gottlieb Revocable Trust U/A/D 1/21/03 Control | Shareholder | 25-50% | 2018 |
| Peter David Gottlieb Control | Trustee | — | 2018 |
Frequently asked questions
How much does North Star Investment Management Corporation manage?
North Star Investment Management Corporation reports $2.5 billion in regulatory assets under management on its Form ADV.
How many employees does North Star Investment Management Corporation have?
North Star Investment Management Corporation reports 26 employees.
Where is North Star Investment Management Corporation located?
North Star Investment Management Corporation is based in Chicago, IL and has been SEC-registered since 2003.
Does North Star Investment Management Corporation disclose fund performance?
North Star Investment Management Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20 N. Wacker Drive, Suite 2027, Chicago, IL 60606-2902 |
| Phone | 312-580-0900 |
| Fax | 312-580-0901 |
| Office hours | 8 A.M - 4 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.5B▲ 10%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,306 advisers
EmployeesTop 20%
More than 80% of 16,824 advisers
Assets under management
$2.5Bregulatory AUM
Discretionary $2.43BNon-discretionary $77.1M