The NORTH STAR INVESTMENT MANAGEMENT CORPORATION is a privately held investment adviser that advises $2.62Bn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. NORTH STAR INVESTMENT MANAGEMENT CORPORATION is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.53% over the last 5-years.
The Group has been registered with the SEC for 23.27 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 20 N. WACKER DRIVE SUITE 2027, CHICAGO, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 14 investment and 12 non-investment staff. The total number of Employees decreased by 7.14% over the last 5-years.
Their $2.62Bn in assets advised are owned by 0 private funds, 5 public funds and BDCs and 102 other accounts. Assets of High Net Worth Individuals clients own $1.59Bn or 60.68% of Total Assets and Investment Companies (IC) own $513.6mn or 19.62% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 64.02% and 35.98% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
NORTH STAR INVESTMENT MANAGEMENT CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.