North Star Asset Management is an investment advisor in Neenah with $2.70 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
391849892
SEC advisor number
801-52034
FINRA CRD number
106489
AUM ?
$2.73 bn
(as of 26 Mar 24)
Accounts
3,090
(as of 26 Mar 24)
Employees
21
(21 investment advisory or research)
Address
North Star Asset Management
134 E. WISCONSIN AVE.
ONE NEENAH CENTER, SUITE 300
NEENAH
WI 54956
134 E. WISCONSIN AVE.
ONE NEENAH CENTER, SUITE 300
NEENAH
WI 54956
Phone
9207297906
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Mar 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21