North Shore Private Asset Management, LLC
● SEC registered since 2015CRD 130132SEC# 801-92175Lake Forest, IL
Reg. AUM
$572.6M
Employees
4
Accounts
449
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 $572.6 million in regulatory assets under management and employs 4 people.
North Shore Private Asset Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David H Melsheimer Control | President And Chief Investment Officer And Chief Compliance Officer | Over 75% | 2004 |
Frequently asked questions
How much does North Shore Private Asset Management, LLC manage?
North Shore Private Asset Management, LLC reports $572.6 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
| Address | 222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045 |
| Phone | 888-375-4918 |
| Fax | 847-234-4683 |
| Office hours | 8:30 a.m. - 3:00 P.M |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$572.6M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$572.6Mregulatory AUM
Discretionary $571.3MNon-discretionary $1.2M