2003 Mary Anne and Melissa
Mary Anne Lazowski and Melissa Diamond join the company as the first two employees.
2009 Highland Park Office
North Star opens an office in Highland Park, Illinois.
2013 Assets Exceed $1 Billion
Total client assets exceed $1 billion for the first time.
2021 Two Oaks Diversified Growth
Two Oaks Diversified Growth & Income Fund merges into North Star Opportunity Fund A Shares.
2023 Walthausen Small Cap
Walthausen Small Cap Value Fund reorganized into the North Star Small Cap Value Fund.
2024 Assets Exceed $2 Billion
Total client assets exceed $2 billion for the first time.
