NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

CRD 130132File 801-92175

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$572.6M

Above cohort median (national)

Discretionary AUM

$571.3M

Non-discretionary $1.2M

Clients

217

449 accounts

Employees

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: HTTPS://WWW.LINKEDIN.COM/COMPANY/NORTH-SHORE-PRIVATE-ASSET-MANAGEMENT

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	218	217
Aug 12, 2026	Registration	—	APPROVED

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.