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NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
CRD 130132File 801-92175
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$572.6M
Above cohort median (national)
Discretionary AUM
$571.3M
Non-discretionary $1.2M
Clients
217
449 accounts
Employees
4
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 17, 2015
- Principal office
- 222 E. WISCONSIN AVE, SUITE 102, LAKE FOREST, IL, 60045
- Phone
- 888-375-4918
- Website
- HTTP://WWW.NSPRIVATEAM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $572.6M
- Discretionary AUM
- $571.3M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 445
- Non-discretionary accounts
- 4
- Total accounts
- 449
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $33.4M |
| High net worth individuals | 128 | $293.5M |
| State or municipal government entities | 8 | $178.9M |
| Individuals (other than high net worth individuals) | 80 | $50.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 218 | 217 | decreased by1 |
| Apr 1, 2026 | Clients | 202 | 218 | increased by16 |
| Apr 1, 2026 | AUM | $474,527,989 | $572,561,013 | increased by$98,033,024 |
| Apr 1, 2026 | Accounts | 428 | 449 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 164 | 202 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $305,123,247 | $474,527,989 | increased by$169,404,742 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 354 | 428 | increased by74 |
| Apr 1, 2022 | Clients | 163 | 164 | increased by1 |
| Apr 1, 2022 | AUM | $329,110,651 | $305,123,247 | decreased by$23,987,404 |
| Apr 1, 2022 | Accounts | 340 | 354 | increased by14 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NORTH SHORE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NORTH SHORE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.