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| Happy Holidays!! thanks for using AUM13F!! |
| North Star Investment Management Corporation
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| CRD # | 117681 |
| SEC # | 801-62013 |
| CIK # | 0001409749, 0001342857 |
| AUM | $2.3 B (2025-07-08) |
| Employees | 29 (52% Investors, 14% Brokers) |
| Phone | 312-580-0900 |
| Address | 20 N Wacker Drive Chicago, IL 60606-2902 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 77.0 | ||
| Apple Inc | 49.3 | ||
| Microsoft Corp | 48.1 | ||
| Old Republic International Corp | 29.9 | ||
| Blackstone Group LP | 24.1 | ||
| Oracle Corp | 20.4 | ||
| KKR & Co LP | 14.9 | ||
| Amazon Com Inc | 14.3 | ||
| AbbVie Inc | 14.3 | ||
| Alphabet Inc | 13.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | KUBY Gottlieb Special Value Fund LP | [2013-03-28] | 34.1 | 39.7 |
| HF | North Star 10-10 Fund LP | [2013-03-28] | 1.7 | 7.6 |
| PE | North Star Dividend Fund LP | [2013-03-28] | 13.5 | 21.9 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,996 | 0.5 |
| (b) Individuals (high net worth individuals) | 469 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 54 | 0.1 |
| (h) Charitable organizations | 24 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,532 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,524 | 2.2 |
| Non-Discretionary | 8 | 0.1 |
| Total | 2,532 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,532 | 2.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Peter Gottlieb | 6 | ||
| KUBY Gottlieb Investments Ltd | 6 | ||
| North Star Investment Management Corp | 4 | ||
| General Partner Kuby Gottlieb Investment Ltd | 2 | ||
| Eirc Kuby | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001342857] | |
| 3 | [0001342857] | |
| 4 | [0001342857] | |
| SC 13D | [0001342857] | |
| SC 13G | [0001342857] | |
| 13F-NT | [0001409749] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| North Star Investment Management Corp. | |
| ACME United Corp | |
| Universal Safety Products Inc | |
| Dover Saddlery Inc | |
| Peerless Systems Corp |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gleneagles Investment Advisors LLC
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|
GA | 2.7 |
|
Baldwin Wealth Partners LLC
✚
|
MA | 2.4 |
|
Cramer Rosenthal McGlynn LLC
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CT | 2.4 |
|
Brevet Capital Management LLC
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|
NY | 2.3 |
|
Spruceview Capital Partners LLC
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|
CO | 2.3 |
|
Bleichroeder LP
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|
NY | 2.2 |
|
Kintegral Advisory LLC
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|
NY | 2.1 |
|
Point Olema Capital Partners LP
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|
CA | 2.0 |
|
NFC Investments LLC
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|
TN | 2.0 |
|
A16Z Perennial Management LP
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|
CA | 1.8 |