Peter Gottlieb establishes an SEC-registered investment adviser with approximately $50 million in client assets, including the Kuby Gottlieb Special Value Fund. The company’s offices are at the historic Civic Opera House in Chicago.
Mary Anne Lazowski and Melissa Diamond join the company as the first two employees.
Sheldon Goodman joins North Star.
Eric Kuby joins North Star.
Sandy Logay joins North Star.
Matthew Schwerin joins North Star.
The North Star Opportunity Fund is launched.
Brad Cohen joins North Star.
North Star Investment Management assets exceed $250 million for the first time.
Survived the financial crisis
North Star opens an office in Highland Park, Illinois.
Mike Mazursky joins North Star and establishes North Star Benefits.
Sherri Anagnostakos joins North Star Benefits.
Shellie Cohen joins North Star.
The North Star Dividend Fund is launched.
North Star Investment Management assets exceed $500 million for the first time.
Mickey Lefton joins North Star.
Sharon Egan joins North Star.
The North Star Opportunity Fund is converted to a mutual fund.
The Kuby Gottlieb Special Value Fund is converted to a mutual fund and renamed the North Star Micro Cap Fund.
North Star may only transact business in a jurisdiction if first registered, excluded, or exempted from state investment adviser registration requirements and follow-up, individualized responses to persons in a specific jurisdiction by the Firm will not be made absent compliance with state investment adviser registration requirements, or an applicable exemption or exclusion therefrom.
The information provided in this commentary is not an offer to sell or the solicitation of an offer to purchase any security, product, or brokerage service.