NORTH STAR ASSET MANAGEMENT INC
CRD #106489 SEC #801-52034 NEENAH, WI 920-729-7900
SEC Registered
Total AUM
$3.1B
Discretionary
$3B
Employees
19
Clients
--
Accounts
3,290
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.1B | $3B | $33.2M | 19 | 0 |
| May 2024 | $2.7B | $2.7B | $24.7M | 21 | 0 |
| Mar 2024 | $2.7B | $2.7B | $24.7M | 21 | 0 |
| Nov 2023 | $2.3B | $2.3B | $23.8M | 18 | 0 |
| Mar 2023 | $2.3B | $2.3B | $23.8M | 18 | 0 |
| Jan 2023 | $2.7B | $2.7B | $13M | 18 | 0 |
| Jan 2023 | $2.7B | $2.7B | $13M | 18 | 0 |
| Apr 2022 | $2.7B | $2.7B | $13M | 19 | 0 |
| Apr 2022 | $2.7B | $2.7B | $13M | 19 | 0 |
| Mar 2022 | $2.7B | $2.7B | $13M | 19 | 0 |
| Feb 2021 | $2.2B | $2.1B | $50.1M | 19 | 0 |
| Dec 2020 | $1.9B | $1.9B | $45.6M | 19 | 0 |
| Jun 2020 | $1.9B | $1.9B | $45.6M | 19 | 0 |
| Apr 2020 | $1.9B | $1.9B | $45.6M | 19 | 0 |
| Aug 2019 | $1.6B | $1.6B | $25.8M | 15 | 0 |
| Apr 2019 | $1.6B | $1.6B | $25.8M | 15 | 0 |
| Apr 2019 | $1.6B | $1.6B | $25.8M | 15 | 0 |
| Feb 2019 | $1.6B | $1.6B | $25.8M | 16 | 0 |
| Apr 2018 | $1.6B | $1.6B | $27.1M | 16 | 0 |
| Feb 2018 | $1.6B | $1.6B | $27.1M | 16 | 0 |
| Jul 2017 | $1.3B | $1.3B | $26.5M | 16 | 1,600 |
| Feb 2017 | $1.3B | $1.3B | $26.5M | 16 | 1,600 |
| Feb 2017 | $1.3B | $1.3B | $26.5M | 16 | 1,600 |
| Mar 2016 | $1.2B | $1.2B | $25.2M | 16 | 1,600 |
| Feb 2016 | $1.2B | $1.2B | $25.2M | 16 | 1,600 |
| Mar 2015 | $1.2B | $1.2B | $25.4M | 16 | 1,600 |
| May 2014 | $1.1B | $1.1B | $23.8M | 16 | 1,600 |
| Feb 2014 | $1.1B | $1.1B | $23.8M | 16 | 1,600 |
| Mar 2013 | $960.6M | $938.7M | $22M | 16 | 1,400 |
| Sep 2012 | $864.7M | $847.4M | $17.3M | 11 | 1,400 |
| Feb 2012 | $864.7M | $847.4M | $17.3M | 11 | 1,400 |
| Apr 2011 | $877.6M | $860M | $17.5M | -- | -- |
| Mar 2011 | $810.7M | $794.5M | $16.2M | -- | -- |
| Sep 2010 | $810.7M | $794.5M | $16.2M | -- | -- |
| Feb 2009 | $661.7M | $649.2M | $12.5M | -- | -- |
| Mar 2007 | $910.6M | $891.5M | $19.1M | -- | -- |
| Feb 2007 | $910.6M | $891.5M | $19.1M | -- | -- |
| Dec 2006 | $803.6M | $785.9M | $17.6M | -- | -- |
| Feb 2006 | $803.6M | $785.9M | $17.6M | -- | -- |
| Dec 2005 | $769.2M | $723.6M | $45.6M | -- | -- |
| Sep 2005 | $769.2M | $723.6M | $45.6M | -- | -- |
| May 2004 | $733.3M | $650M | $83.3M | -- | -- |
| Apr 2002 | $626.1M | $545.7M | $80.4M | -- | -- |
DateMar 2025
Total AUM$3.1B
Discretionary$3B
Non-Disc.$33.2M
Employees19
Clients0
DateMay 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$24.7M
Employees21
Clients0
DateMar 2024
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$24.7M
Employees21
Clients0
DateNov 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$23.8M
Employees18
Clients0
DateMar 2023
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$23.8M
Employees18
Clients0
DateJan 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees18
Clients0
DateJan 2023
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees18
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees19
Clients0
DateApr 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees19
Clients0
DateMar 2022
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$13M
Employees19
Clients0
DateFeb 2021
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$50.1M
Employees19
Clients0
DateDec 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$45.6M
Employees19
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$45.6M
Employees19
Clients0
DateApr 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$45.6M
Employees19
Clients0
DateAug 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$25.8M
Employees15
Clients0
DateApr 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$25.8M
Employees15
Clients0
DateApr 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$25.8M
Employees15
Clients0
DateFeb 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$25.8M
Employees16
Clients0
DateApr 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.1M
Employees16
Clients0
DateFeb 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$27.1M
Employees16
Clients0
DateJul 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.5M
Employees16
Clients1,600
DateFeb 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.5M
Employees16
Clients1,600
DateFeb 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$26.5M
Employees16
Clients1,600
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees16
Clients1,600
DateFeb 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees16
Clients1,600
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.4M
Employees16
Clients1,600
DateMay 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.8M
Employees16
Clients1,600
DateFeb 2014
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$23.8M
Employees16
Clients1,600
DateMar 2013
Total AUM$960.6M
Discretionary$938.7M
Non-Disc.$22M
Employees16
Clients1,400
DateSep 2012
Total AUM$864.7M
Discretionary$847.4M
Non-Disc.$17.3M
Employees11
Clients1,400
DateFeb 2012
Total AUM$864.7M
Discretionary$847.4M
Non-Disc.$17.3M
Employees11
Clients1,400
DateApr 2011
Total AUM$877.6M
Discretionary$860M
Non-Disc.$17.5M
Employees--
Clients--
DateMar 2011
Total AUM$810.7M
Discretionary$794.5M
Non-Disc.$16.2M
Employees--
Clients--
DateSep 2010
Total AUM$810.7M
Discretionary$794.5M
Non-Disc.$16.2M
Employees--
Clients--
DateFeb 2009
Total AUM$661.7M
Discretionary$649.2M
Non-Disc.$12.5M
Employees--
Clients--
DateMar 2007
Total AUM$910.6M
Discretionary$891.5M
Non-Disc.$19.1M
Employees--
Clients--
DateFeb 2007
Total AUM$910.6M
Discretionary$891.5M
Non-Disc.$19.1M
Employees--
Clients--
DateDec 2006
Total AUM$803.6M
Discretionary$785.9M
Non-Disc.$17.6M
Employees--
Clients--
DateFeb 2006
Total AUM$803.6M
Discretionary$785.9M
Non-Disc.$17.6M
Employees--
Clients--
DateDec 2005
Total AUM$769.2M
Discretionary$723.6M
Non-Disc.$45.6M
Employees--
Clients--
DateSep 2005
Total AUM$769.2M
Discretionary$723.6M
Non-Disc.$45.6M
Employees--
Clients--
DateMay 2004
Total AUM$733.3M
Discretionary$650M
Non-Disc.$83.3M
Employees--
Clients--
DateApr 2002
Total AUM$626.1M
Discretionary$545.7M
Non-Disc.$80.4M
Employees--
Clients--