LAKE FOREST, ILCRD 130132Latest ADV March 30, 2026
North Shore Private Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Forest, IL. Its latest Form ADV filing, dated March 30, 2026, reports $573M in regulatory assets under management, 4 employees, and 449 accounts.
Assets Under Management
$573M
Employees
4
Offices
--
Total Clients
218
Primary office
LAKE FOREST, IL
222 E. WISCONSIN AVE, SUITE 102, LAKE FOREST, IL, United States
Top client segmentHNWI represent 58.7% of total clients.
Top client categories% of clientsClients
1
HNWI
58.7%
128
2
Individuals
36.7%
80
3
Government
3.7%
8
4
Corporations
0.5%
1
5
Irrevocable Trusts/Estates
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$573Mas of March 30, 2026
Discretionary99.8%
$571M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$573M
Total Accounts449
10Y AUM Change+$449M (+364.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.