CRD: 130132
North Shore Private Asset Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fifth Third Bank · Raymond James
- Clients
- Retail and Institutional
- Platforms
- CatalystLegacy focus
- Established Date
- 07-03-2012
- Office Locations
- 1
Office Locations
About North Shore Private Asset Management, LLC
North Shore Private Asset Management is a money management firm serving wealthy individuals and families, multi-generational households, and select institutions since 2004. Originating as a multi-family office for Chicago’s North Shore, it is led by President/CIO David H. Melsheimer, CFA. The senior team builds and manages bespoke portfolios, including dedicated fixed-income management, with 90+ years of combined experience.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID H MELSHEIMER
Chief Compliance Officer, Chief Investment Officer, President, Senior Advisor
- CRD
- #4441591
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
WILLIAM NEWTON GREGG
Managing Director
- CRD
- #1692570
MARK FRANCIS SARAN
--
- CRD
- #726113
Crest foundation
Delta wave harbor
- CRD
- #48372
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,342,225 | $1,283,915 |
| Non-Discretionary | $1,218,788 | $304,697 |
| Total | $572,561,013 | $1,275,192 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $572,561,013
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $189,792,831 | 16.8% |
| Equity - Exchange | $154,771,535 | 13.7% |
| Corporate - Investment Grade | $108,453,046 | 9.6% |
| Municipal Bonds | $241,759,915 | 21.4% |
| U.S. Government/Agency | $178,495,638 | 15.8% |
| Cash | $205,608,900 | 18.2% |
| Corporate - Non-Investment Grade | $50,837,365 | 4.5% |
| Total | $1,129,719,230 | 100.0% |