Investment adviser · CRD 117681

NORTH STAR INVESTMENT MANAGEMENT CORPORATION

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Apr 14, 2026

Regulatory AUM
$2.5B
Form ADV · Item 5.F
Client accounts
2,643
Accounts, not individual clients
Employees
26
Reported in this filing
Advisory professionals
14
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals513$1,588,676,35463.5%
Investment companies5$397,832,29515.9%
Individuals2,023$365,841,34314.6%
Retirement plans80$129,532,1705.2%
Charities22$20,529,8640.8%
Banks & thriftsFewer than 5Not reportedNot reported
Government entitiesFewer than 5Not reportedNot reported
Other investment advisersFewer than 5Not reportedNot reported
Insurance companiesFewer than 5Not reportedNot reported
Sovereign wealth & foreign institutionsFewer than 5Not reportedNot reported
Corporations & businessesFewer than 5Not reportedNot reported
Filing source

Form ADV 2094819 · Apr 14, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

3 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

KUBY GOTTLIEB SPECIAL VALUE FUND, LPPrivate Equity Fund · Last reported Mar 28, 2013$39.7MGross asset value

Form D fundraising filings

Kuby Gottlieb Special Value Fund, LP

Fund administrator HORWICH COLEMAN LEVIN LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MCGLADREY LLP CHICAGO, Illinois, United States
Custodian UNION BANK SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MID ATLANTIC CAPITAL CORPORATION PITTSBURGH, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MID ATLANTIC CAPITAL CORPORATION
CRD 10674 · SEC 8-27663

Fund details & source
Fund ID
805-1373419459
Reported beneficial owners
96
Minimum commitment
$50K
Form D file number
021-173401

Form ADV 718771 · Mar 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NORTH STAR DIVIDEND FUND, L.P.Private Equity Fund · Last reported Mar 28, 2013$21.9MGross asset value

Form D fundraising filings

North Star Dividend Fund, L.P.

Fund administrator HORWICH COLEMAN LEVIN LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor MCGLADREY LLP CHICAGO, Illinois, United States
Custodian UNION BANK SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MID ATLANTIC CAPITAL CORPORATION PITTSBURGH, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

MID ATLANTIC CAPITAL CORPORATION
CRD 10674 · SEC 8-27663

Fund details & source
Fund ID
805-5083841411
Reported beneficial owners
99
Minimum commitment
$100K
Form D file number
021-159606

Form ADV 718771 · Mar 28, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

NORTH STAR 10-10 FUND, L.P.Hedge Fund · Last reported Apr 30, 2018$7.59MGross asset value

Form D fundraising filings

North Star 10-10 Fund, L.P.

Fund administrator WIPFLI LLP MILWAUKEE, Wisconsin, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian UNION BANK SAN FRANCISCO, California, United States Related to adviser: No
Prime broker MID ATLANTIC CAPITAL CORPORATION PITTSBURGH, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

MID ATLANTIC CAPITAL CORPORATION
CRD 10674 · SEC 8-27663

Fund details & source
Fund ID
805-2753854922
Reported beneficial owners
28
Minimum commitment
$25K
Form D file number
021-155111

Form ADV 1214398 · Apr 30, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Apr 14, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

20 N. WACKER DRIVE, SUITE 2027
CHICAGO, IL, 60606-2902, United States

CRD 117681

Filing source

Form ADV 2094819 · Apr 14, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.