North Star Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Neenah, WI. Its latest Form ADV filing, dated March 18, 2026, reports $3.4B in regulatory assets under management, 19 employees, and 3,554 accounts.
Assets Under Management
$3.4B
Employees
19
Offices
--
Total Clients
3,554
Primary office
NEENAH, WI
ONE NEENAH CENTER, SUITE 300, NEENAH, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
2,603
2
HNWI
23.6%
839
3
Pension Plans
2.0%
71
4
Charitable
1.2%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.4Bas of May 7, 2026
Discretionary98.9%
$3.3B
99% of total RAUM98.9%
Non-discretionary1.1%
$36M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.4B
Total Accounts3,554
10Y AUM Change+$2.1B (+158.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee187:1
10Y Employee Change+3 (+18.8%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.