Chicago: 312-580-0900 | Suburban: 847-831-8831 | Family Office: 312-338-7788 | Financial Planning: 312-440-5028 | Benefits: 847-831-8831

Company History

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 Shelly

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 NS Opp Fund to Mutual 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 NS Dividend

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

May 2013

2013 Ellen

Elaine Scroggins joins North Star.

May 2013

2013 Assest $1b

Total client assets exceed $1 billion for the first time.

2014
May 2014

2014 NS Bond

The North Star Bond Fund is launched.

May 2014

2014 William Richards

William Richards joins North Star and establishes North Star Family Office.

May 2014

2014 Shannon Sandler

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.

May 2019

2019 Anna

Anna Lurie joins North Star.

2020
May 2020

2020 Eric Papenhagen

Eric Papenhagen joins North Star Family Office.

May 2020

2020 Harry

Harry Petruleas joins North Star Family Office.

May 2020

2021 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.