North Shore Asset Management, LLC
CRD 119487SEC# 801-67773
No longer SEC-registered. North Shore Asset Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$73.3M
Employees
1
Accounts
135
Location
—
North Shore Asset Management, LLC assets under management
North Shore Asset Management, LLC is a registered investment adviser overseen by the SEC. It reports $73.3 million in regulatory assets under management and employs 1 people.
North Shore Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Jeffrey Schpoont Control | Managing Member/Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does North Shore Asset Management, LLC manage?
North Shore Asset Management, LLC reports $73.3 million in regulatory assets under management on its Form ADV.
How many employees does North Shore Asset Management, LLC have?
North Shore Asset Management, LLC reports 1 employees.
Does North Shore Asset Management, LLC disclose fund performance?
North Shore Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$73.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$73.3Mregulatory AUM
Discretionary $73.3M