North Star Financial Services

Overview

North Star Financial Services’ principal offerings include North Star Investment Management, North Star Mutual Funds, North Star Family Office, North Star Benefits, and North Star Financial Planning.¹

North Star Investment Management provides separately managed account strategies tailored to individual goals and objectives. North Star Mutual Funds provide investment strategies offering exposure to publicly traded stocks and bonds.¹

North Star Family Office describes itself as an independent provider of customized family office services for high-net-worth individuals and families. Its team supports financial planning, investment strategy work, investment performance reviews, fiduciary liaison services, and administration for complex situations involving high-net-worth individuals and families.¹³

North Star Benefits provides insurance and benefit planning solutions for personal and corporate clients. North Star Financial Planning helps clients manage their finances in support of life goals.¹

History

Peter Gottlieb founded North Star Financial Services in 2003 as an SEC-registered investment adviser with approximately $50 million in client assets. The firm reports that total client assets exceeded $1 billion in 2013, $2 billion in 2024, and $2.5 billion in 2026.²

Timeline

1. 2003Peter Gottlieb founded North Star Financial Services in 2003 as an SEC-registered investment adviser with approximately $50 million in client assets.
2. 2013The firm reports that total client assets exceeded $1 billion in 2013, $2 billion in 2024, and $2.5 billion in 2026.

Leadership

Peter Gottlieb is Chairman and Chief Executive Officer of North Star Financial Services Corp. and President of North Star Investment Management Corp. Eric Kuby is Chief Investment Officer of North Star Investment Management Corp. and chairs the firm’s Investment Committee.³

Brad Cohen is Chief Equity Strategist and Senior Portfolio Manager. Eric Papenhagen and Harry Petruleas are Vice Presidents of North Star Family Office. Sharon Egan is Director of Financial Planning, and Dana Cahan is Vice President of North Star Investment Management Corp.³

Services

North Star Investment Management offers discretionary investment management and discretionary wrap fee accounts. Its investment platform includes separately managed accounts and mutual funds focused on publicly traded stocks and bonds.¹⁴

North Star Family Office provides customized family office services, including financial planning, investment strategy work, investment performance reviews, fiduciary liaison services, and administration for complex situations involving high-net-worth individuals and families.¹³

North Star also provides insurance and benefits planning through North Star Benefits, along with financial planning through North Star Financial Planning.¹

What the firm offers

• Investment management
• Financial planning
• Trust and fiduciary
• Administration and bill pay
• Risk and insurance

Client Focus

North Star Financial Services serves individuals, families, high-net-worth clients, and corporate clients. Its family office offering is designed for high-net-worth individuals and families seeking customized support across financial planning, investments, fiduciary coordination, and administration.¹³

Approach

North Star Financial Services says its investment culture emphasizes investment excellence and customer service. The firm describes a team with experience spanning portfolio management, financial planning, family office administration, benefits, and operations.³

Assets and Minimums

North Star Financial Services reports total client assets of $2.5 billion in 2026. North Star Investment Management Corporation’s March 16, 2026 Form CRS states that the firm is registered with the Securities and Exchange Commission.²⁴

The Form CRS states that the generally applicable minimum account size is $100,000. It reports an annualized fee range of 0.75% to 1.50% for discretionary investment management and, for some clients, a tiered annualized range of 0.30% to 1% with a $10,000 annual minimum fee.⁴

By the numbers

FAQs

Related resources

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• GuideQuestions to ask a multifamily office

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.