$2.5B Total AUM
$2.4B Disc. AUM
13.2% 3Y CAGR
26 Employees
2,643 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 04-28-2003
- Office Locations
- 3
Office Locations
20 N. Wacker Drive Suite 1416 Chicago IL
332 Skokie Valley Rd. Suite 221 Highland Park IL
489 Taft Avenue Glen Ellyn IL
About North Star Investment Management Corporation
North Star Investment Management Corporation provides goal-based separately managed account strategies and North Star Mutual Funds offering exposure to publicly traded stocks and bonds. The firm also delivers financial planning, insurance/benefits planning for personal and corporate clients, and customized family office services for high-net-worth individuals and families. CIO Eric Kuby hosts a weekly market and economic commentary podcast.
Team overview
58 AVG AGE
$178.7M AVG AUM / ADVISOR
$946.8K AVG AUM / CLIENT
13.2 yrs AVG TENURE
26 Employees
14 Advisory Reps
14 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Meridian Unison Glacier Horizon signal Pioneer peak Matrix Meridian capital Bridge
Client Personas
Alpha
Custodian
Timber optima
Investment Themes
Matrix element Frontier vertex Meridian ridge
Investment Vehicles
Vector
Services
Ember legacy Atlas Quantum alpha Alpha optima Atlas Peak element Insight Oak Fusion element
Technology
Prime delta
Owner & Executives
BRADLEY ERIC COHEN
Partner, PORTFOLIO MANAGER
- CRD
- #2918359
- Ownership
- Less than 5%
(802) 666-7952
ridge.zenith@alphacapital.com
in linkedin.com/in/delta-insight
ANDREW EISENBERG
Chief Compliance Officer
- CRD
- #6525244
- Ownership
- Less than 5%
(727) 407-1261
prime.glacier@valuecapital.com
in linkedin.com/in/alpha-element
R
Radial vector
Momentum value
- CRD
- #86097
- Ownership
- 49.7%
(757) 885-5228
zenith.north@signalcapital.com
in linkedin.com/in/capital-north
Showing 2 of 4 owners & executives
Unlock allContacts
Dana Cahan
--
- CRD
- #7651605
(502) 220-9595
bridge.matrix@eaglecapital.com
in linkedin.com/in/vector-matrix
M
MELISSA F DIAMOND
--
- CRD
- #2840927
(409) 707-1843
pathway.signal@capitalcapital.com
in linkedin.com/in/signal-momentum
M
Matrix legacy
Pioneer harbor pioneer
- CRD
- #14836
(743) 763-1905
wave.ridge@bridgecapital.com
in linkedin.com/in/foundation-capital
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,425,295,366 | $919,718 |
| Non-Discretionary | $77,116,660 | $12,852,777 |
| Total | $2,502,412,026 | $946,807 |
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Separately Managed Accounts
Total SMA Asset: $2,104,579,731
Public Funds:
13.8% Equity - Exchange:
17.1% U.S. Government/Agency:
12.9% Cash:
15.5% Corporate - Non-Investment Grade:
8.9% Other:
24.4% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $630,775,399 | 13.8% |
| Equity - Exchange | $781,612,995 | 17.1% |
| U.S. Government/Agency | $589,637,873 | 12.9% |
| Cash | $708,479,615 | 15.5% |
| Corporate - Non-Investment Grade | $406,804,424 | 8.9% |
| Other | $1,115,284,040 | 24.4% |
| Municipal Bonds | $338,241,882 | 7.4% |
| Total | $4,570,836,228 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE LEGACY | FOUNDATION VALUE | TZGKISIWM | KZDQ | 4.83% | $3,996,255 |
| BEACON RIDGE | MERIDIAN BRIDGE | ODT30SXZD | LMPX | 2.43% | $69,321,152 |
| VECTOR PIONEER PATHWAY | QUANTUM EMBER | YLAGOT845 | ROCR | 9.95% | $17,618,017 |
| MOMENTUM ZENITH VERTEX | RIDGE ZENITH | 7FEMGY82O | CMT | 11.63% | $79,155,711 |
| GLACIER FRONTIER | EMBER EMBER | S2DJ85U1K | PNSAZ | 2.38% | $48,235,979 |
| MATRIX DELTA | GLACIER OAK | QYTL8726P | FOHKG | 2.49% | $27,360,660 |
| CATALYST PEAK GLACIER | BRIDGE FRONTIER | OJMHEPDH5 | ZRW | 7.10% | $29,310,069 |
| FOUNDATION HARBOR | EMBER VERTEX | 6Z2Q0OEP9 | JSQA | 6.18% | $50,959,401 |