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NORTH STAR ASSET MANAGEMENT INC
CRD 106489File 801-52034
APPROVED
Retail clients
Custody
Filing as of May 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.35B
Top 25% of cohort (national)
Discretionary AUM
$3.32B
Non-discretionary $36.5M
Clients
3,554
3,554 accounts
Employees
19
Top 25% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 7, 1996
- Principal office
- ONE NEENAH CENTER, SUITE 300, NEENAH, WI, 54956
- Phone
- 920-729-7900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.35B
- Discretionary AUM
- $3.32B
- Non-discretionary AUM
- $36.5M
- Discretionary accounts
- 3,514
- Non-discretionary accounts
- 40
- Total accounts
- 3,554
- AUM per client
- $943K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 41 | $130.7M |
| High net worth individuals | 839 | $2.62B |
| Pension and profit sharing plans | 71 | $130.0M |
| Individuals (other than high net worth individuals) | 2,603 | $469.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.