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| North Shore Private Asset Management LLC
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|
|---|---|
| CRD # | 130132 |
| SEC # | 801-92175 |
| CIK # | |
| AUM | $572.6 M (2026-03-30) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 888-375-4918 |
| Address | 222 E Wisconsin Ave Lake Forest, IL 60045 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 50.8 |
| (b) Individuals (high net worth individuals) | 128 | 293.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 8 | 178.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 33.4 |
| (n) Other | 1 | 16.0 |
| Total | 449 | 572.6 |
| By Discretionary | ||
| Discretionary | 445 | 571.3 |
| Non-Discretionary | 4 | 1.2 |
| Total | 449 | 572.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.6 | |
| Total | 449 | 572.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Berkeley Inc
✚
|
ID | 0.6 |
|
Curtis Advisory Group LLC
✚
|
CA | 0.6 |
|
FSA Advisors Inc
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|
MI | 0.6 |
|
Burkett Financial Services LLC
✚
|
SC | 0.6 |
|
GW Sherwold Associates Inc
✚
|
CA | 0.6 |
|
The Ithaka Group LLC
✚
|
VA | 0.6 |
|
Prasad Wealth Partners LLC
✚
|
OH | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Westward Investment Advisory LLC
✚
|
KS | 0.6 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.6 |