North Star Investment Management Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated April 14, 2026, reports $2.5B in regulatory assets under management, 26 employees, 2 offices, and 2,643 accounts.
Assets Under Management
$2.5B
Employees
26
Offices
2 offices
Total Clients
2,643
Primary office
CHICAGO, IL
20 N. WACKER DRIVE, SUITE 2027, CHICAGO, IL, United States
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
2,023
2
HNWI
19.4%
513
3
Pension Plans
3.0%
80
4
Charitable
0.8%
22
5
Investment Cos.
0.2%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of April 14, 2026
Discretionary96.9%
$2.4B
97% of total RAUM96.9%
Non-discretionary3.1%
$77M
3% of total RAUM3.1%
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.
Latest AUM$2.5B
Total Accounts2,643
10Y AUM Change+$1.4B (+125.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee102:1
10Y Employee Change+4 (+18.2%)
* 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.