NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
Adviser information for NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 424 | $394.7M |
| Non-Discretionary | 0 | $0 |
| Total | 424 | $394.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 70 | $17.7M |
| HNW Individuals | 159 | $248.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 8 | $99.1M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $13.7M |
| Other | <5 | $15.6M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients401(K) ADVISORY AND CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-92175 |
|---|---|
| SEC ERA File Number | 801-92175 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 130132 |
| Legal Entity Identifier | None |
Principal Office
222 E. WISCONSIN AVESUITE 102
LAKE FOREST
IL
United States
Monday - Friday, 8:30 A.M. - 3:00 P.M
Tel: 888-375-4918, Fax: 847-234-4683
Chief Compliance Officer
DAVID MELSHEIMER
PRESIDENT AND CHIEF INVESTMENT OFFICER
222 E. WISCONSIN AVE
SUITE 102
LAKE FOREST
IL
United States
Tel:
888-375-4918
Fax:
847-234-4683
D***@************M
(Full email address available in API data)
Regulatory Contact
DAVID H. MELSHEIMER
PRESIDENT AND CHIEF INVESTMENT OFFICER
222 E. WISCONSIN AVE
SUITE 102
LAKE FOREST
IL
United States
Tel:
888-375-4918
Fax:
847-234-4683
D***@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELSHEIMER, DAVID, H | Individual | – | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 01/2004 | > 75% |