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RIA · CRD 117681SEC-Registered

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NORTH STAR INVESTMENT MANAGEMENT CORPORATION

NORTH STAR INVESTMENT MANAGEMENT CORPORATION was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on...

Overview

NORTH STAR INVESTMENT MANAGEMENT CORPORATION was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-14, it reported 26 employees; 2,643 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Investment companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

Registered Investment Adviser

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