North Shore Private Asset Management, LLC

CRD 130132 · Lake Forest, IL · $572.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 130132
SEC number: 801-92175
Firm type: RIA
Assets under management: $572.6M as of Mar 30, 2026
Website: www.linkedin.com/COMPANY/NORTH-SHORE-PRIVATE-ASSET-MANAGEMENT ↗
Phone: 888-375-4918
Address: 222 E. Wisconsin Ave, Lake Forest, IL, 60045

Advisors at this firm

4 in our index · page 1 of 1

William Newton GreggCRD 1692570 · Lake Forest, IL

IA Registered
David H MelsheimerCRD 4441591 · Lake Forest, IL

IA Registered
Mark Francis SaranCRD 726113 · Lake Forest, IL

IA RegisteredBroker

Disclosure event(s) on record
Mark Francis SaranCRD 6155443 · Lake Forest, IL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 130132 ↗ FINRA BrokerCheck record for firm CRD 130132 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.