NORTH STAR INVESTMENT ADVISORS, LLC (IL)
Legal name: NORTH STAR INVESTMENT ADVISORS
CRD #113849 SEC #801-60405 LAKE FOREST, IL 847-234-5628
SEC Registered
Total AUM
$129.2M
Discretionary
$129.2M
Employees
10
Clients
0
Accounts
107
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| BAILEY, CELESTE | I | SENIOR VICE PRESIDENT | NA | |
| GRIFFITH, JOHN, R | I | PRESIDENT | NA | Control |
| LEHMAN, JOHN, W | I | CHIEF OPERATING OFFICER | NA | |
| MELSHEIMER, DAVID, H. | I | PRESIDENT | NA | Control |
| MELSHEIMER, DAVID, H. | I | PRESIDENT | NA | Control |
| MELSHEIMER, DAVID, H. | I | PRESIDENT | NA | Control |
| MELSHEIMER, DAVID, H. | I | PRESIDENT | NA | Control |
| MELSHEIMER, DAVID, H. | I | PRESIDENT | NA | Control |
| PASQUESI, THOMAS, A. | I | DIVISION PRESIDENT | NA | |
| PASQUESI, THOMAS, A. | I | DIVISION PRESIDENT | NA | |
| SARAN, MARK, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | |
| SARAN, MARK, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARREN, GARY, ERNEST | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARREN, GARY, ERNEST | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARREN, GARY, ERNEST | I | EXECUTIVE VICE PRESIDENT | NA | |
| WARREN, GARY, ERNEST | I | EXECUTIVE VICE PRESIDENT | NA | |
| NORTH STAR FINANCIAL CORPORATION | DE | PARENT | E | Control |
| NORTH STAR FINANCIAL CORPORATION | DE | PARENT | E | Control |
| NORTH STAR FINANCIAL CORPORATION | DE | PARENT | E | Control |
| NORTH STAR FINANCIAL CORPORATION | DE | PARENT | E | Control |
| NORTH STAR FINANCIAL CORPORATION | DE | PARENT | E | Control |
| NORTH STAR PRIVATE ASSET MANAGEMENT, LLC | DE | PARENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NORTH STAR FINANCIAL CORPORATION | DE | NORTH STAR PRIVATE ASSET MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Mar 27, 2002 REGISTERED
Notice Filings (5)
CO IL NH TX WI
Address
272 EAST DEERPATHSUITE 220
LAKE FOREST, IL 60045
USA
Phone: 847-234-5628