NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
  • NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/17/2015
Other registrations (1)
ADV Location LAKE FOREST, IL, United States
Contact Info 888 xxxxxxx
Websites
AUM* 572,561,013 45%
of that, discretionary 571,342,225 45%
Number of Employees 4 -20%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 1,275,192 37%
% High Net Worth 58.72% -12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

571M 490M 408M 326M 245M 163M 82M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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