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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 Oct 1, 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
- Website
- HTTP://WWW.NSINVEST.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 29 | 26 | decreased by3 |
| Apr 1, 2026 | Clients | 2,548 | 2,643 | increased by95 |
| Apr 1, 2026 | AUM | $2,280,660,353 | $2,502,412,026 | increased by$221,751,673 |
| Apr 1, 2026 | Accounts | 2,532 | 2,643 | increased by111 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 29 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,249 | 2,548 | increased by299 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,024,027,301 | $2,280,660,353 | increased by$256,633,052 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,249 | 2,532 | increased by283 |
| Apr 1, 2022 | Clients | 2,043 | 2,249 | increased by206 |
| Apr 1, 2022 | AUM | $1,652,527,550 | $2,024,027,301 | increased by$371,499,751 |
| Apr 1, 2022 | Accounts | 2,043 | 2,249 | increased by206 |
| 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.