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NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

LAKE FOREST, IL · CRD 130132 · IAPD ↗ · 888-375-4918

$572.6MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC crossed $500M in regulatory AUM ($474.5M -> $572.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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