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.
The North Star Dividend Fund is converted to a mutual fund.
Total client assets exceed $1 billion for the first time.
Elaine Scroggins joins North Star.
The North Star Bond Fund is launched.
William Richards joins North Star and establishes
North Star Family Office.
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.
Regal Total Return Fund merges with the
North Star Opportunity Fund.
Eric Papenhagen joins North Star Family Office.
Harry Petruleas joins North Star Family Office.
Brooke Kuby joins North Star.
Two Oaks Diversified Growth & Income Fund merges into North Star Opportunity Fund A Shares.
Walthausen Small Cap Value Fund reorganized into the North Star Small Cap Value Fund.
Colin Schwerer joins North Star
Total client assets exceed $2 billion for the first time.
Shelley Myers joins North Star
Joey Weiss joins North Star
Dana Cahan joins North Star
Perritt MicroCap Opportunities Fund merges with the North Star Micro Cap Fund
North Star Investment Management assets exceed $2.5 billion
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