Assets Under Management: $2.3 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 469
Average Client Assets: $3 million
Frequently Asked Questions
NORTH STAR INVESTMENT MANAGEMENT CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117681), NORTH STAR INVESTMENT MANAGEMENT CORPORATION is subject to fiduciary duty under federal law.
NORTH STAR INVESTMENT MANAGEMENT CORPORATION is headquartered in CHICAGO, IL.
NORTH STAR INVESTMENT MANAGEMENT CORPORATION serves 469 high-net-worth clients according to their SEC filing dated July 08, 2025. View client details ↓
According to their SEC Form ADV, NORTH STAR INVESTMENT MANAGEMENT CORPORATION offers financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
NORTH STAR INVESTMENT MANAGEMENT CORPORATION manages $2.3 billion in client assets according to their SEC filing dated July 08, 2025.
According to their SEC Form ADV, NORTH STAR INVESTMENT MANAGEMENT CORPORATION serves high-net-worth individuals, businesses, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 469
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,532
Discretionary Accounts: 2,524
Non-Discretionary Accounts: 8
Item 1 – Cover Page
Form ADV Part 2B – Brochure Supplement
Keegan Kullby
NORTH STAR INVESTMENT MANAGEMENT
CORPORATION
Main Office
20 N. Wacker Drive
Suite 1416
Chicago, Illinois 60606
Telephone: 312.580.0900
Date of Supplement: March 13, 2025
This Brochure Supplement provides information about Mr. Keegan Kullby that supplements
North Star Investment Management Corporation’s Brochure. You should have received a copy
of that Brochure. Please contact the Firm’s Chief Compliance Officer at the number provided
above if you have not received our Brochure or if you have any questions about the content of
this Supplement.
information about Mr. Kullby
is available on the SEC’s Web site at
Additional
www.adviserinfo.sec.gov.
Item 2 – Educational Background and Business Experience
Registered investment advisers are required to disclose in this Item the supervised person’s name, year of
birth, educational background, and business background. Following is the information responsive to this
requirement:
Name of Supervised Person: Keegan Kullby
Year of Birth: 1997
Formal Education: Mr. Kullby earned his B.A. in Mass Communication from the University of South
Carolina in 2020.
Business Experience: Mr. Kullby joined North Star Investment Management Corporation (“NSIMC”)
in November of 2024 and is an investment advisor representative. From December 2020 through
December 2022, Mr. Kullby worked at Global Life as a Life Insurance Agent. From January 2023
through June 2024, Mr. Kullby worked as Banker at Bank of America.
Item 3 – Disciplinary Information
Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary
events that may be material to your evaluation of each supervised person providing investment advice.
There is no information applicable to this requirement.
Item 4 – Other Business Activities
Mr. Kullby devotes substantially all of his professional time to NSIMC. Mr. Kullby is not actively
engaged in any noninvestment-related business or occupation that represents a substantial source of his
income or involves a substantial amount of his time.
Item 5 – Additional Compensation
Mr. Kullby does not receive any compensation or additional economic benefits from any other third party
for providing advisory services through NSIMC.
Item 6 – Supervision
Mr. Kullby is supervised by Andrew Eisenberg, Chief Compliance Officer. Mr. Eisenberg reviews Mr.
Kullby’s work through client account reviews, transactions reports and face to face interactions. Mr.
Eisenberg’s telephone number is (312) 580-0900. Questions related to the operation of the Firm and the
supervision of Mr. Kullby should be directed to Mr. Eisenberg.