Company History

Company History 2018-05-08T14:01:00+00:00

Company History

2003
March 16

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.

March 16

Mary Anne Lazowski and Melissa Diamond join the company as the first two employees.

March 16

Sheldon Goodman joins North Star.

2004
March 20

Eric Kuby joins North Star.

March 20

Sandy Logay joins North Star.

2005
March 20

Matthew Schwerin joins North Star.

2006
March 20

The North Star Opportunity Fund is launched.

March 20

Brad Cohen joins North Star.

March 20

North Star Investment Management assets exceed $250 million for the first time.

2008
March 25

Survived the financial crisis

2009
March 25

North Star opens an office in Highland Park, Illinois.

March 25

Mike Mazursky joins North Star and establishes North Star Benefits.

March 25

Sherri Anagnostakos joins North Star Benefits.

March 25

Shellie Cohen joins North Star.

2010
March 25

The North Star Dividend Fund is launched.

March 25

North Star Investment Management assets exceed $500 million for the first time.

March 25

Mickey Lefton joins North Star.

March 25

Sharon Egan joins North Star.

2011
March 25

The North Star Opportunity Fund is converted to a mutual fund.

2013
March 25

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.