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NORTH STAR INVESTMENT MANAGEMENT CORPORATION

CHICAGO, IL · CRD 117681 · IAPD ↗ · 312-580-0900

$2.50BRegulatory AUM
14Advisory reps
26Employees
0Clients
51-100Planning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — NORTH STAR INVESTMENT MANAGEMENT CORPORATION notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2025 — NORTH STAR INVESTMENT MANAGEMENT CORPORATION notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — NORTH STAR INVESTMENT MANAGEMENT CORPORATION shrank from 28 to 15 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
November 2024 — NORTH STAR INVESTMENT MANAGEMENT CORPORATION notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.