← Tributary

NORTH SHORE ASSET MANAGEMENT, LLC

· CRD 119487 · IAPD ↗ · 631-223-7434

$73.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — NORTH SHORE ASSET MANAGEMENT, LLC (location n/a) left the SEC roster (was $73.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.