# NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC of LAKE FOREST, IL is an SEC-registered investment adviser.

## Registration

- CRD: 130132
- Type: SEC-registered investment adviser
- SEC file number: 801-92175
- Location: 222 E. WISCONSIN AVE, SUITE 102, LAKE FOREST, IL, 60045
- Phone: 888-375-4918
- Latest filing: 2026-03-30
- Regulatory AUM: $572.6M
- Discretionary AUM: $571.3M
- Non-discretionary AUM: $1.2M
- Clients: 4
- Accounts: 449

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| David H Melsheimer | PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| MELSHEIMER DAVID H | PRESIDENT AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WARREN GARY ERNEST | EXECUTIVE VICE PRESIDENT & CHIEF INVESTMENT STRATEGIST | — |
| FINN DEBORAH KRISTINE | CHIEF COMPLIANCE OFFICER | — |
| SARAN MARK FRANCIS | EXECUTIVE VICE PRESIDENT & SENIOR INVESTMENT ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130132/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130132/similar
- Related entities: https://search.stillhousedata.com/firm/130132/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130132

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.