Since we founded North Star in 2003, there have been a number of important milestones for the company we are so proud of today.
Company History
2003
May 2003
2003 Peter
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.
May 2003
2003 Mary Anne and Melissa
Mary Anne Lazowski and Melissa Diamond join the company as the first two employees.
May 2003
2003 Sheldon
Sheldon Goodman joins North Star.
2004
May 2004
2004 Eric
Eric Kuby joins North Star.
May 2004
2004 Sandy
Sandy Logay joins North Star.
2005
May 2005
2005 Matthew
Matthew Schwerin joins North Star.
2006
Apr 2006
2006 Opportunity Fund
The North Star Opportunity Fund is launched.
May 2006
2006 Brad
Brad Cohen joins North Star.
May 2006
2006 Assets exceed $250m
North Star Investment Management assets exceed $250 million for the first time.
2008
Nov 2008
2008 Fin Crisis
Survived the financial crisis.
2009
May 2009
2009 Office Highland Park
North Star opens an office in Highland Park, Illinois.
May 2009
2009 Mike
Mike Mazursky joins North Star and establishes North Star Benefits.
May 2009
2009 Sherri
Sherri Anagnostakos joins North Star Benefits.
May 2009
2009 Shellie
Shellie Cohen joins North Star.
2010
May 2010
2010 Dividend Fund
The North Star Dividend Fund is launched.
May 2010
2010 Assets exceed $500m
North Star Investment Management assets exceed $500 million for the first time.
May 2010
2010 Mickey
Mickey Lefton joins North Star.
May 2010
2010 Sharon
Sharon Egan joins North Star.
2011
May 2011
2011 Opportunity Fund
The North Star Opportunity Fund is converted to a mutual fund.
2013
May 2013
2013 Micro Cap Fund
The Kuby Gottlieb Special Value Fund is converted to a mutual fund and renamed the North Star Micro Cap Fund.
May 2013
2013 Dividend Fund
The North Star Dividend Fund is converted to a mutual fund.
May 2013
2013 Assest $1b
Total client assets exceed $1 billion for the first time.
May 2013
2013 Elaine
Elaine Scroggins joins North Star.
2014
May 2014
2014 Bond Fund
The North Star Bond Fund is launched.
May 2014
2014 William
William Richards joins North Star and establishes
North Star Family Office.
May 2014
2014 Shannon
Shannon Sandler joins North Star.
May 2014
2014 Heather
Heather Kaplan joins North Star.
2015
May 2015
2015 Vanetta
Vanetta Brown joins North Star.
May 2015
2015 Andrew
Andrew Eisenberg joins North Star.
2016
May 2016
2016 June
June Popio joins North Star.
May 2016
2016 Pam
Pam Pitts joins North Star.
2018
May 2018
2018 Jennie
Jennie Cloud joins North Star.
2019
May 2019
2019 Regal Total Return
Regal Total Return Fund merges with the
North Star Opportunity Fund.
2020
May 2020
2020 Eric
Eric Papenhagen joins North Star Family Office.
May 2020
2020 Harry
Harry Petruleas joins North Star Family Office.
May 2020
2020 Brooke
Brooke Kuby joins North Star.
2021
May 2021
2021 Two Oaks Diversified Growth
Two Oaks Diversified Growth & Income Fund merges into North Star Opportunity Fund A Shares.
2023
May 2023
2023 Walthausen Small Cap
Walthausen Small Cap Value Fund reorganized into the North Star Small Cap Value Fund.
