Entities

North Star Asset Management

North Star Asset Management

Acronym
NSAM
Link
Location
Founding Date
1996

North Star Asset Management is the 2nd largest independent SEC Registered Investment Advisory firm in Wisconsin, with over $1.5 billion of assets under management. The firm builds customized equity and fixed income portfolios by performing proprietary fundamental analysis, including company visits and communication with Wall Street analysts. By limiting the number of client relationships, NSAM ensures that the firm’s portfolio managers have time to commit to personalized client service, while also performing research to discover new investment ideas.

Assets under management: $1.57 billion (circa 2019)