NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
CRD #130132 SEC #801-92175 LAKE FOREST, IL 888-375-4918
SEC Registered
Total AUM
$474.5M
Discretionary
$473.3M
Employees
4
Clients
0
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $474.5M | $473.3M | $1.2M | 4 | 0 |
| Mar 2024 | $394.7M | $394.7M | $0 | 5 | 0 |
| Sep 2023 | $349.5M | $349.5M | $0 | 4 | 0 |
| Mar 2023 | $349.5M | $349.5M | $0 | 4 | 0 |
| Mar 2022 | $305.1M | $305.1M | $0 | 4 | 0 |
| Apr 2021 | $329.1M | $329.1M | $0 | 4 | 0 |
| Oct 2020 | $255.1M | $255.1M | $0 | 4 | 0 |
| Mar 2020 | $255.1M | $255.1M | $0 | 4 | 0 |
| Mar 2019 | $186.5M | $186.5M | $0 | 4 | 0 |
| Mar 2018 | $180.5M | $180.5M | $0 | 4 | 0 |
| Mar 2018 | $123.2M | $123.2M | $0 | 4 | 0 |
| Mar 2017 | $123.2M | $123.2M | $0 | 4 | 26 |
| Feb 2017 | $118.9M | $118.9M | $0 | 4 | 26 |
| Sep 2016 | $118.9M | $118.9M | $0 | 4 | 26 |
| Mar 2016 | $118.9M | $118.9M | $0 | 4 | 26 |
| Mar 2016 | $118.9M | $118.9M | $0 | 4 | 26 |
| Sep 2015 | $113.3M | $113.3M | $0 | 4 | 26 |
| Sep 2015 | $113.3M | $113.3M | $0 | 3 | 26 |
| Apr 2015 | $113.3M | $113.3M | $0 | 3 | 26 |
| Jul 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| Jul 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| Jun 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| Jun 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| May 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| Mar 2012 | $79.4M | $79.4M | $0 | 1 | 11 |
| Apr 2011 | $86.5M | $86.5M | $0 | 5 | -- |
| Jan 2008 | $85M | $85M | $0 | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$474.5M
Discretionary$473.3M
Non-Disc.$1.2M
Employees4
Clients0
DateMar 2024
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$349.5M
Discretionary$349.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$349.5M
Discretionary$349.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$305.1M
Discretionary$305.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$329.1M
Discretionary$329.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$255.1M
Discretionary$255.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$186.5M
Discretionary$186.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$180.5M
Discretionary$180.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees4
Clients26
DateFeb 2017
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients26
DateSep 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees4
Clients26
DateSep 2015
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees4
Clients26
DateSep 2015
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees3
Clients26
DateJul 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateJul 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateJun 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateJun 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateMay 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$79.4M
Discretionary$79.4M
Non-Disc.$0
Employees1
Clients11
DateApr 2011
Total AUM$86.5M
Discretionary$86.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$85M
Discretionary$85M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--