NORTH STAR INVESTMENT MANAGEMENT CORPORATION
CRD #117681 SEC #801-62013 CHICAGO, IL 312-580-0900
SEC Registered
Total AUM
$2.3B
Discretionary
$2.2B
Employees
29
Clients
51
Accounts
2,532
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $2.3B | $2.2B | $110.9M | 29 | 0 |
| Apr 2025 | $2.3B | $2.2B | $110.9M | 29 | 0 |
| Apr 2025 | $2.3B | $2.2B | $110.9M | 29 | 0 |
| Mar 2025 | $2.3B | $2.2B | $110.9M | 29 | 0 |
| Oct 2024 | $2.1B | $2B | $97.9M | 29 | 0 |
| Jul 2024 | $2.1B | $2B | $97.9M | 29 | 0 |
| Mar 2024 | $2.1B | $2B | $97.9M | 29 | 0 |
| May 2023 | $1.8B | $1.7B | $94.5M | 28 | 0 |
| Mar 2023 | $1.8B | $1.7B | $94.5M | 28 | 0 |
| Feb 2023 | $2B | $1.9B | $112.5M | 28 | 0 |
| Oct 2022 | $2B | $1.9B | $112.5M | 28 | 0 |
| Oct 2022 | $2B | $1.9B | $112.5M | 28 | 0 |
| Mar 2022 | $2B | $1.9B | $112.5M | 28 | 0 |
| Jan 2022 | $1.7B | $1.6B | $67.6M | 28 | 2,006 |
| Nov 2021 | $1.7B | $1.6B | $67.6M | 28 | 2,006 |
| Mar 2021 | $1.7B | $1.6B | $67.6M | 28 | 2,006 |
| Oct 2020 | $1.6B | $1.5B | $83.3M | 26 | 2,006 |
| Jun 2020 | $1.6B | $1.5B | $83.3M | 26 | 2,006 |
| May 2020 | $1.6B | $1.5B | $83.3M | 26 | 2,006 |
| Mar 2020 | $1.6B | $1.5B | $83.3M | 24 | 2,006 |
| May 2019 | $1.3B | $1.2B | $74.4M | 25 | 1,998 |
| Mar 2019 | $1.3B | $1.2B | $74.4M | 25 | 1,998 |
| Apr 2018 | $1.4B | $1.3B | $53.9M | 22 | 1,867 |
| Mar 2018 | $1.4B | $1.3B | $53.9M | 22 | 1,867 |
| Apr 2017 | $1.1B | $1.1B | $45.6M | 22 | 1,600 |
| Mar 2017 | $1.1B | $1.1B | $45.6M | 22 | 1,600 |
| Jan 2017 | $855.1M | $850.9M | $4.2M | 13 | 1,400 |
| Jun 2016 | $855.1M | $850.9M | $4.2M | 13 | 1,400 |
| Apr 2016 | $855.1M | $850.9M | $4.2M | 13 | 1,400 |
| Apr 2016 | $855.1M | $850.9M | $4.2M | 13 | 1,400 |
| Mar 2016 | $812.6M | $808.4M | $4.2M | 13 | 1,400 |
| Aug 2015 | $864.3M | $859.3M | $5M | 13 | 1,300 |
| Mar 2015 | $864.3M | $859.3M | $5M | 13 | 1,300 |
| Feb 2015 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Jan 2015 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Oct 2014 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Apr 2014 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Apr 2014 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Mar 2014 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Mar 2014 | $796.8M | $791.6M | $5.1M | 13 | 1,000 |
| Mar 2013 | $601.4M | $595.5M | $5.9M | 13 | 1,000 |
| Jun 2012 | $483.4M | $475.6M | $7.8M | 11 | 800 |
| Mar 2012 | $483.4M | $475.6M | $7.8M | 11 | 800 |
| Mar 2012 | $483.4M | $475.6M | $7.8M | 11 | 800 |
| Mar 2011 | $409.8M | $403.5M | $6.3M | -- | -- |
| Jun 2010 | $310.7M | $280.7M | $30M | -- | -- |
| Mar 2010 | $310.7M | $280.7M | $30M | -- | -- |
| Sep 2008 | $350M | $257M | $93M | 10 | -- |
| Jan 2008 | $350M | $257M | $93M | 10 | -- |
| Sep 2007 | $295.7M | $199.6M | $96.1M | -- | -- |
| Mar 2007 | $295.7M | $199.6M | $96.1M | -- | -- |
| Feb 2007 | $295.7M | $199.6M | $96.1M | -- | -- |
| Nov 2006 | $162M | $162M | $0 | -- | -- |
| Mar 2006 | $162M | $162M | $0 | -- | -- |
| Mar 2006 | $162M | $162M | $0 | -- | -- |
| Jan 2006 | $129.5M | $129.5M | $0 | -- | -- |
| Nov 2005 | $129.5M | $129.5M | $0 | 5 | -- |
| Oct 2005 | $129.5M | $129.5M | $0 | 5 | -- |
| Apr 2004 | $114.2M | $114.2M | $0 | 5 | -- |
| Jan 2004 | $99.8M | $99.8M | $0 | 5 | -- |
| Jan 2004 | $99.8M | $99.8M | $0 | 5 | -- |
| Nov 2003 | $99.8M | $99.8M | $0 | 5 | -- |
| Nov 2003 | $99.8M | $99.8M | $0 | 5 | -- |
DateJul 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.9M
Employees29
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.9M
Employees29
Clients0
DateApr 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.9M
Employees29
Clients0
DateMar 2025
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$110.9M
Employees29
Clients0
DateOct 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.9M
Employees29
Clients0
DateJul 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.9M
Employees29
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.9M
Employees29
Clients0
DateMay 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.5M
Employees28
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.5M
Employees28
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.5M
Employees28
Clients0
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.5M
Employees28
Clients0
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.5M
Employees28
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$112.5M
Employees28
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$67.6M
Employees28
Clients2,006
DateNov 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$67.6M
Employees28
Clients2,006
DateMar 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$67.6M
Employees28
Clients2,006
DateOct 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.3M
Employees26
Clients2,006
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.3M
Employees26
Clients2,006
DateMay 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.3M
Employees26
Clients2,006
DateMar 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$83.3M
Employees24
Clients2,006
DateMay 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$74.4M
Employees25
Clients1,998
DateMar 2019
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$74.4M
Employees25
Clients1,998
DateApr 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$53.9M
Employees22
Clients1,867
DateMar 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$53.9M
Employees22
Clients1,867
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.6M
Employees22
Clients1,600
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.6M
Employees22
Clients1,600
DateJan 2017
Total AUM$855.1M
Discretionary$850.9M
Non-Disc.$4.2M
Employees13
Clients1,400
DateJun 2016
Total AUM$855.1M
Discretionary$850.9M
Non-Disc.$4.2M
Employees13
Clients1,400
DateApr 2016
Total AUM$855.1M
Discretionary$850.9M
Non-Disc.$4.2M
Employees13
Clients1,400
DateApr 2016
Total AUM$855.1M
Discretionary$850.9M
Non-Disc.$4.2M
Employees13
Clients1,400
DateMar 2016
Total AUM$812.6M
Discretionary$808.4M
Non-Disc.$4.2M
Employees13
Clients1,400
DateAug 2015
Total AUM$864.3M
Discretionary$859.3M
Non-Disc.$5M
Employees13
Clients1,300
DateMar 2015
Total AUM$864.3M
Discretionary$859.3M
Non-Disc.$5M
Employees13
Clients1,300
DateFeb 2015
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateJan 2015
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateOct 2014
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateApr 2014
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateApr 2014
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateMar 2014
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateMar 2014
Total AUM$796.8M
Discretionary$791.6M
Non-Disc.$5.1M
Employees13
Clients1,000
DateMar 2013
Total AUM$601.4M
Discretionary$595.5M
Non-Disc.$5.9M
Employees13
Clients1,000
DateJun 2012
Total AUM$483.4M
Discretionary$475.6M
Non-Disc.$7.8M
Employees11
Clients800
DateMar 2012
Total AUM$483.4M
Discretionary$475.6M
Non-Disc.$7.8M
Employees11
Clients800
DateMar 2012
Total AUM$483.4M
Discretionary$475.6M
Non-Disc.$7.8M
Employees11
Clients800
DateMar 2011
Total AUM$409.8M
Discretionary$403.5M
Non-Disc.$6.3M
Employees--
Clients--
DateJun 2010
Total AUM$310.7M
Discretionary$280.7M
Non-Disc.$30M
Employees--
Clients--
DateMar 2010
Total AUM$310.7M
Discretionary$280.7M
Non-Disc.$30M
Employees--
Clients--
DateSep 2008
Total AUM$350M
Discretionary$257M
Non-Disc.$93M
Employees10
Clients--
DateJan 2008
Total AUM$350M
Discretionary$257M
Non-Disc.$93M
Employees10
Clients--
DateSep 2007
Total AUM$295.7M
Discretionary$199.6M
Non-Disc.$96.1M
Employees--
Clients--
DateMar 2007
Total AUM$295.7M
Discretionary$199.6M
Non-Disc.$96.1M
Employees--
Clients--
DateFeb 2007
Total AUM$295.7M
Discretionary$199.6M
Non-Disc.$96.1M
Employees--
Clients--
DateNov 2006
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$114.2M
Discretionary$114.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees5
Clients--