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North Shore Private Asset Management, LLC

● SEC registered since 2015CRD 130132SEC# 801-92175Lake Forest, IL
Export (members)
Reg. AUM
$474.5M
Employees
4
Accounts
428
Location
Lake Forest, IL

North Shore Private Asset Management, LLC assets under management

North Shore Private Asset Management, LLC is an SEC-registered investment adviser based in Lake Forest, IL. The firm has been registered since 2015. It reports $474.5 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/north-shore-private-asset-managementView on SEC.gov ↗

North Shore Private Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David H Melsheimer ControlPresident And Chief Investment Officer And Chief Compliance OfficerOver 75%2004

Frequently asked questions

How much does North Shore Private Asset Management, LLC manage?

North Shore Private Asset Management, LLC reports $474.5 million in regulatory assets under management on its Form ADV.

How many employees does North Shore Private Asset Management, LLC have?

North Shore Private Asset Management, LLC reports 4 employees.

Where is North Shore Private Asset Management, LLC located?

North Shore Private Asset Management, LLC is based in Lake Forest, IL and has been SEC-registered since 2015.

Does North Shore Private Asset Management, LLC disclose fund performance?

North Shore Private Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045
Phone888-375-4918
Fax847-234-4683
Office hours8:30 a.m. - 3:00 P.M
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$473.3M
Non-discretionary$1.2M
Total (RAUM)$474.5M