Since we founded North Star in 2003, there have been a number of important milestones for the company we are so proud of today.
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.
2003 Mary Anne and Melissa
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.
2006 Opportunity Fund
The North Star Opportunity Fund is launched.
Brad Cohen joins North Star.
2006 Assets exceed $250m
North Star Investment Management assets exceed $250 million for the first time.
2008 Fin Crisis
Survived the financial crisis.
2009 Office Highland Park
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.
2010 Dividend Fund
The North Star Dividend Fund is launched.
2010 Assets exceed $500m
North Star Investment Management assets exceed $500 million for the first time.
Mickey Lefton joins North Star.
Sharon Egan joins North Star.
2011 NS Opp Fund to Mutual Fund
The North Star Opportunity Fund is converted to a mutual fund.
2013 Micro Cap Fund
The Kuby Gottlieb Special Value Fund is converted to a mutual fund and renamed the North Star Micro Cap Fund.
2013 NS Dividend
The North Star Dividend Fund is converted to a mutual fund.
Elaine Scroggins joins North Star.
2013 Assest $1b
Total client assets exceed $1 billion for the first time.
2014 NS Bond
The North Star Bond Fund is launched.
2014 William Richards
William Richards joins North Star and establishes North Star Family Office.
2014 Shannon Sandler
Shannon Sandler joins North Star.
Heather Kaplan joins North Star.
Vanetta Brown joins North Star.
Andrew Eisenberg joins North Star.
June Popio joins North Star.
Pam Pitts joins North Star.
Jennie Cloud joins North Star.
2019 Regal Total Return
Regal Total Return Fund merges with the North Star Opportunity Fund.
Anna Lurie joins North Star.
2020 Eric Papenhagen
Eric Papenhagen joins North Star Family Office.
Harry Petruleas joins North Star Family Office.
Brooke Kuby joins North Star.
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.