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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SARAN, MARK, FRANCIS | I | EXECUTIVE VICE PRESIDENT & SENIOR INVESTMENT ADVISOR | NA | |
| WARREN, GARY, ERNEST | I | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT STRATEGIST | NA | |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H | I | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MELSHEIMER, DAVID, H. | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | E | Control |
Registrations
Federal
IA
Mar 29, 2025 REGISTERED
Notice Filings (2)
IL WI
Address
222 E. WISCONSIN AVESUITE 102
LAKE FOREST, IL 60045
United States
Phone: 888-375-4918