North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC is an SEC-registered wealth manager in Lake Forest, IL with $572.6M assets under management (AUM, regulatory AUM), +21% over one year. See who owns North Shore Private Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130132, SEC 801-92175, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $572.6M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Lake Forest, IL
- Employees
- 4
- Clients
- 218
- CRD
- 130132
- Ownership
- MELSHEIMER, DAVID, H; MELSHEIMER, DAVID, H.; WARREN, GARY, ERNEST; FINN, DEBORAH, KRISTINE; SARAN, MARK, FRANCIS
How much AUM does North Shore Private Asset Management, LLC have?
North Shore Private Asset Management, LLC reported $572.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns North Shore Private Asset Management, LLC?
Disclosed owners and executives of North Shore Private Asset Management, LLC include MELSHEIMER, DAVID, H, MELSHEIMER, DAVID, H., WARREN, GARY, ERNEST, FINN, DEBORAH, KRISTINE, SARAN, MARK, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.