North Star Investment Management Corporation

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Assets, Funds, Holdings

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CAFR Data
North Star Investment Management Corporation
CRD #117681
SEC #801-62013
CIK #
AUM $1.6 BB (95% Disc, 100% US, 2020-03-26)
Employees24 (100% Investors, 29% Brokers)
Phone312-580-0900
Address20 N Wacker Drive
Chicago, IL 60606-2902
Source [IAPD] [Website]
Total AUM ($MM)
1615129296964632302003200920152021
Sector Issuer Cap ($MM) Value ($MM)
JPM 291,970.0 26.8
IVW 24.3
IVE 17.6
ORI 4,730.0 17.4
VTI 16.0
AAPL 1,372,810.0 15.4
SPY 14.3
MSFT 1,376,930.0 12.8
JNJ 381,110.0 12.8
GIM 727.1 9.2
View All
Holdings by Sector ($)
0.80.60.50.30.20.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE KUBY Gottlieb Special Value Fund LP [2012-02-14] 34.1 39.7
PE North Star Dividend Fund LP [2011-05-11] 13.5 21.9
HF North Star 10-10 Fund LP [2011-02-09] 1.7 7.6
View All
Fund Directors # Filings # Firms 2011 - 2020
KUBY Gottlieb Investments Ltd 2 1
Peter Gottlieb 1 1
Eirc Kuby 1 1
North Star Investment Management Corp 1 1
General Partner Kuby Gottlieb Investment Ltd 1 1
Comparable Firms State AUM ($BB)
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MA 1.9
Coastedge Partners LLC
CA 1.7
Income Partners Asset Management HK Limited
1.6
NFC Investments LLC
TN 1.6
River Partners Capital Management LP
NY 1.5
Barometer Capital Management Inc
1.5
Appomattox Advisory Inc
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Fairpointe Capital LLC
IL 1.3
Glynn Capital Management LLC
CA 1.3
View Capital RIA LP
TX 1.2
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