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NORTH STAR ASSET MANAGEMENT INC
CRD 106489File 801-52034
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,290 | 3,554 | increased by264 |
| Apr 1, 2026 | AUM | $3,079,601,758 | $3,351,878,334 | increased by$272,276,576 |
| Apr 1, 2026 | Accounts | 3,290 | 3,554 | increased by264 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,761 | 3,290 | increased by529 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,701,808,655 | $3,079,601,758 | increased by$377,793,103 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,761 | 3,290 | increased by529 |
| Apr 1, 2022 | Clients | 2,384 | 2,761 | increased by377 |
| Apr 1, 2022 | AUM | $2,175,688,497 | $2,701,808,655 | increased by$526,120,158 |
| Apr 1, 2022 | Accounts | 2,374 | 2,761 | increased by387 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTH STAR” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTH STAR” may also match similarly-named firms). Confirm identity against each filing.
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.