# North Star Asset Management

North Star Asset Management is a Bank / Wealth / Trust based in Neenah, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Neenah, United States
- **Region:** North America
- **Address:** Neenah, WI, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed
- **Website:** northstarinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/north-star-asset-management

## Regulatory record

- **CRD number:** 106489
- **SEC file number:** 801-52034
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106489

## About

Founded in 1996 and headquartered in Neenah, Wisconsin, North Star Asset Management is a registered investment adviser that serves individuals, high-net-worth households, trusts, and business entities. The firm structures its engagements as either discretionary or non-discretionary mandates, giving clients the choice between full delegation and collaborative oversight. North Star's investment approach spans equities, fixed income, and managed portfolio solutions, with an emphasis on creating personalized allocations that reflect each client's liquidity needs and tax situation. The firm offers financial planning alongside asset management, making it a full-service advisory practice rather than a pure investment shop. Its geographic focus remains centered on the Upper Midwest, though its RIA registration allows it to work with clients nationwide. The firm discloses no public AUM figure and maintains an intentionally low public profile. Its staffing remains undisclosed, consistent with private advisory practices that grow through referrals rather than marketing. No adjacent vehicles or philanthropic structures have been publicly linked to the firm. North Star's structural differentiator is its location: it operates in a small Wisconsin city, far from the concentration of wealth-management talent in Chicago or Minneapolis. For local families who want a fiduciary in their own community rather than a remote team in a financial hub, that proximity creates a durable trust advantage that scale alone cannot replicate.

## Questions

### Does North Star Asset Management manage institutional capital or only private wealth?

Available records indicate North Star focuses on private wealth — individuals, high-net-worth clients, and trusts — rather than institutional mandates like pension funds or endowments. No institutional separate accounts or commingled funds for institutional investors have been publicly disclosed.

### Is North Star Asset Management related to any other financial services firms?

No parent company, subsidiary, or affiliated entity has been disclosed publicly. North Star operates independently from its Neenah headquarters and is not publicly known to share ownership, branding, or infrastructure with any bank, trust company, or wealth-management platform.

## Related profiles

- [North River Wealth Advisor](https://altss.com/profile/north-river-wealth-advisor)
- [Northampton (Mass.) Retirement System](https://altss.com/profile/northampton-mass-retirement-system)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/north-star-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology