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| North Star Asset Management Inc
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|---|---|
| CRD # | 106489 |
| SEC # | 801-52034 |
| CIK # | 0001056559 |
| AUM | 3,351.9 M (2026-05-07) |
| Employees | 19 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 920-729-7900 |
| Address | One Neenah Center, Suite 300 Neenah, WI 54956 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Schwab Charles Corp | 0.0 | ||
| Visa Inc | 0.0 | ||
| SS&C Technologies Holdings Inc | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Ametek INC/ | 0.0 | ||
| Principal Financial Group Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,603 | 0.5 |
| (b) Individuals (high net worth individuals) | 839 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 0.1 |
| (h) Charitable organizations | 41 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,554 | 3.4 |
| By Discretionary | ||
| Discretionary | 3,514 | 3.3 |
| Non-Discretionary | 40 | 0.0 |
| Total | 3,554 | 3.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.4 | |
| Total | 3,554 | 3.4 |
| Limited Partners | 2011 - 2026 |
|---|---|
| North Carolina Retirement Services |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001056559] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.2B |
| Serves | Institutional, Retail |
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