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North Shore Private Asset Management Overview

Type

Multi Family Office

Year Founded

2004

General Information

North Shore Private Asset Management is a multi-family office headquartered in Lake Forest. Founded in 2004 by investment manager David H. Melsheimer, CFA, the firm began as a dedicated adviser to affluent families on Chicago’s North Shore and has expanded to oversee discretionary portfolios for high-net-worth individuals, their descendants, and select institutions through tailored investment management and wealth-planning services.

Contact Information

Website:
https://www.nsprivateam.com

Year Founded:
2004

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
222 East Wisconsin Avenue, Suite 102, Lake Forest, IL 60045

Portfolio & Notable Allocations


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North Shore Private Asset Management | Lake Forest Multi Family Office | Altss