NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

Total AUM

$573M

Discretionary

$571M

100% of AUM

Avg account

$1.3M

Accounts

449

Employees

Advisory reps

Firm details

Headquarters: LAKE FOREST, Illinois
CRD number: 130132
Registered since: April 17, 2015
Website: www.nsprivateam.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC., FIFTH THIRD SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.25%
State / Municipal Government31.25%
Individuals8.87%
Corporations / Businesses5.84%
Other2.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

North Shore Private Asset Management, LLC is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutional clients. The firm, formed in 2015 and owned by an individual, provides fee-based financial planning and portfolio management for individuals, small businesses and institutions. Its fee schedules include percentage-of-AUM billing as well as hourly and fixed-fee engagements, allowing flexibility across planning and advisory engagements. Investment activity centers on discretionary portfolio management; the firm operates as an active allocator to both public and private vehicles rather than as a pure brokerage intermediary. North Shore does not list ESG as an investment focus and is not set up as a multi-state adviser or pension consultant. Its advisory scope emphasizes customized wealth management and institutional-style portfolio construction for its client base.