RIA Intel›Advisers›Wisconsin›NORTH STAR ASSET MANAGEMENT INC

NORTH STAR ASSET MANAGEMENT INC

Advisory

N·NEENAH, WI

Data as of May 7, 2026 · Source: SEC Form ADV

Total AUM

$3.4B

1-Year AUM Growth

+12.9%

3-Year CAGR

+4.5%

Employees

19

Assets Under Management

Total AUM$3.4B

Discretionary AUM$3.3B

Non-Discretionary AUM$36M

Discretionary %98.9%

Total Clients3,290

Team

Total Employees19

Investment Advisers19

Employee Growth (1Y)-9.5%

Filing History

Total Filings on Record51

First FilingFeb 8, 2001

Latest FilingMay 7, 2026

🔒 Full AUM trend chart and 51 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on NORTH STAR ASSET MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.