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 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.
2003 Mary Anne and Melissa
Mary Anne Lazowski and Melissa Diamond join the company as the first two employees.
2003 Sheldon
Sheldon Goodman joins North Star.
2004 Eric
Eric Kuby joins North Star.
2004 Sandy
Sandy Logay joins North Star.
2005 Matthew
Matthew Schwerin joins North Star.
2006 Opportunity Fund
The North Star Opportunity Fund is launched.
2006 Brad
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.
2009 Mike
Mike Mazursky joins North Star and establishes North Star Benefits.
2009 Sherri
Sherri Anagnostakos joins North Star Benefits.
2009 Shelly
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.
2010 Mickey
Mickey Lefton joins North Star.
2010 Sharon
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.
2013 Ellen
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.
2014 Heather
Heather Kaplan joins North Star.
2015 Vanetta
Vanetta Brown joins North Star.
2015 Andrew
Andrew Eisenberg joins North Star.
2016 June
June Popio joins North Star.
2016 Pam
Pam Pitts joins North Star.
2018 Jennie
Jennie Cloud joins North Star.
2019 Regal Total Return
Regal Total Return Fund merges with the North Star Opportunity Fund.
2019 Anna
Anna Lurie joins North Star.
2020 Eric Papenhagen
Eric Papenhagen joins North Star Family Office.
2020 Harry
Harry Petruleas joins North Star Family Office.
2021 Brooke
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.