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| Happy Holidays!! thanks for using AUM13F!! |
| North Shore Private Asset Management LLC
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|---|---|
| CRD # | 130132 |
| SEC # | 801-92175 |
| CIK # | |
| AUM | $474.5 M (2025-03-29) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 888-375-4918 |
| Address | 222 E Wisconsin Ave Lake Forest, IL 60045 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 19.9 |
| (b) Individuals (high net worth individuals) | 111 | 264.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 9 | 152.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 21.1 |
| (n) Other | 1 | 16.1 |
| Total | 428 | 474.5 |
| By Discretionary | ||
| Discretionary | 424 | 473.3 |
| Non-Discretionary | 4 | 1.2 |
| Total | 428 | 474.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 474.5 | |
| Total | 428 | 474.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Liberty Square Wealth Partners LLC
✚
|
PA | 0.5 |
|
Jackson Financial Services LLC
✚
|
SC | 0.5 |
|
Centrica Wealth Management LLC
✚
|
FL | 0.5 |
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
Jacobsen Capital Management LLC
✚
|
UT | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |
|
TRED Avon Family Wealth LLC
✚
|
MD | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Pegasus Asset Management Inc
✚
|
NJ | 0.5 |