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North Star Asset Management Inc

● SEC registered since 1996CRD 106489SEC# 801-52034Neenah, WI
Export (members)
Reg. AUM
$3.35B
Employees
19
Accounts
3,554
Location
Neenah, WI

North Star Asset Management Inc assets under management

North Star Asset Management Inc is an investment advisory firm registered with the SEC based in Neenah, WI. The firm has been registered since 1996. It reports $3.4 billion in regulatory assets under management and employs 19 people.

North Star Asset Management Inc owners & executives

16 reported
NameTitleOwnershipSince
Alex Jay BrusdaVice President And Portfolio ManagerUnder 5%2019
Benjamin Douglas Van HandelVice President And Portfolio ManagerUnder 5%2019
Bradley Craig Buchanan ControlManaging Director5-10%1997
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Frequently asked questions

How much does North Star Asset Management Inc manage?

North Star Asset Management Inc reports $3.4 billion in regulatory assets under management on its Form ADV.

How many employees does North Star Asset Management Inc have?

North Star Asset Management Inc reports 19 employees.

Where is North Star Asset Management Inc located?

North Star Asset Management Inc is based in Neenah, WI and has been SEC-registered since 1996.

Does North Star Asset Management Inc disclose fund performance?

North Star Asset Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Neenah Center, Suite 300, Neenah, WI 54956
Phone920-729-7900
Fax920-729-7904
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1056559
Discloses disciplinary historyNo

Regulatory AUM

$3.35B▲ 9%
Mar '25 — $3.08BApr '25 — $3.08BMay '25 — $3.08BJun '25 — $3.08BJul '25 — $3.08BAug '25 — $3.08BSep '25 — $3.08BOct '25 — $3.08BNov '25 — $3.08BDec '25 — $3.08BJan '26 — $3.08BFeb '26 — $3.08BMar '26 — $3.35BApr '26 — $3.35BMay '26 — $3.35BJun '26 — $3.35B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers

Assets under management

$3.35Bregulatory AUM
Discretionary $3.32BNon-discretionary $36.5M