NORTH STAR INVESTMENT Overview
North Star Investment Management Corp. is an investment advisor that manages 864.3 MM dollars in regulatory AUM and has 13 employees, of which 13 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 06/30/20. The fund's latest filing disclosed 765MM in positions, representing 89% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 06/30/20. The fund's latest filing disclosed 765MM in positions, representing 89% of the manager's regulatory AUM.
NORTH STAR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
NORTH STAR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPM | 3.33% | Financials | -0.44% | -0.04% | 0 | 47% | ||
| IVW | 2.97% | ETF | 7% | 0.06% | 0 | 7% | ||
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FEATURED IN
NORTH STAR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter D. Gottlieb | Director; President | August-2001 |
| Eric C. Kuby | Director; Chief Investment Officer | October-2004 |
| Bradley E. Cohen | Portfolio Manager | June-2008 |
| Peter D. Gottlieb | Chief Compliance Officer | October-2014 |
NORTH STAR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
NORTH STAR INVESTMENT Investment Strategy
NORTH STAR INVESTMENT Portfolio Concentration
NORTH STAR INVESTMENT Location
20 N. WACKER DRIVE
SUITE 1416
CHICAGO, Illinois
UNITED STATES, 60606-2902
SUITE 1416
CHICAGO, Illinois
UNITED STATES, 60606-2902
NORTH STAR INVESTMENT Contact Information
Phone Number: 312-580-0900
Fax Number: 312-580-0901
Website: null
Fax Number: 312-580-0901
Website: null
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