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NORTH STAR INVESTMENT MANAGEMENT CORPORATION
CRD 117681File 801-62013
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.50B
Top 25% of cohort (national)
Discretionary AUM
$2.43B
Non-discretionary $77.1M
Clients
2,643
2,643 accounts
Employees
26
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 28, 2003
- Principal office
- 20 N. WACKER DRIVE, SUITE 2027, CHICAGO, IL, 60606-2902
- Phone
- 312-580-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.50B
- Discretionary AUM
- $2.43B
- Non-discretionary AUM
- $77.1M
- Discretionary accounts
- 2,637
- Non-discretionary accounts
- 6
- Total accounts
- 2,643
- AUM per client
- $947K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Investment companies | 5 | $397.8M |
| Charitable organizations | 22 | $20.5M |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 513 | $1.59B |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | 80 | $129.5M |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 2,023 | $365.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- 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
- Yes
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.