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| Keyboard |
| North Shore Private Asset Management LLC
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|---|---|
| CRD # | 130132 |
| SEC # | 801-92175 |
| CIK # | |
| AUM | 572.6 M (2026-03-30) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-375-4918 |
| Address | 222 E Wisconsin Ave Lake Forest, IL 60045 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 50.8 |
| (b) Individuals (high net worth individuals) | 128 | 293.5 |
| (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 | 0.0 |
| (i) State or municipal government entities | 8 | 178.9 |
| (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 | 1 | 33.4 |
| (n) Other | 1 | 16.0 |
| Total | 449 | 572.6 |
| By Discretionary | ||
| Discretionary | 445 | 571.3 |
| Non-Discretionary | 4 | 1.2 |
| Total | 449 | 572.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.6 | |
| Total | 449 | 572.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berkeley Inc
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ID | 573.9 M |
|
Curtis Advisory Group LLC
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|
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Burkett Financial Services LLC
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GW Sherwold Associates Inc
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|
The Ithaka Group LLC
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|
Prasad Wealth Partners LLC
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|
OH | 572.1 M |
|
Family WMS LLC
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|
GA | 571.6 M |
|
Westward Investment Advisory LLC
✚
|
KS | 571.5 M |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 571.2 M |