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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| North Shore Asset Management LLC
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| CRD # | 119487 |
| SEC # | 801-67773 |
| CIK # | |
| AUM | $73.3 M (2025-03-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-223-7434 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 7.2 |
| (b) Individuals (high net worth individuals) | 32 | 66.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 135 | 73.3 |
| By Discretionary | ||
| Discretionary | 135 | 73.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 135 | 73.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.1 | |
| United States Persons | 70.3 | |
| Total | 135 | 73.3 |
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|---|---|---|
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Yearwood Young Advisors LLC
✚
|
NY | 0.1 |
|
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NY | 0.1 |
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NY | 0.1 |
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NY | 0.1 |
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Orchard Advisors LLC
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0.1 | |
|
KDM Capital LLC
✚
|
0.1 | |
|
Malatai Capital LLC
✚
|
NY | 0.1 |
|
Monk Stanley Earl
✚
|
0.1 | |
|
Wimer Investment Management LLC
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0.1 |