North Shore Private Asset Management

  • Investment Bank/Securities Brokerage
  • Lake Forest IL
  • 5 employees
  • Investment Management
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Company Overview

Headquarters
222 E Wisconsin Ave Ste 102, Lake Forest IL
Website
nsprivate.com
Phone
(888) 375-4918
Employees
5
Founded in
2004
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$1B

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Who is North Shore Private Asset Management

North Shore Private Asset Management is a full-service money management firm based in the United States. Employing 5 to 9 individuals, the company generates an annual revenue of $2.5 million. North Shore focuses on serving high net-worth individuals and select institutions. The company provides a comprehensive suite of investment services designed to meet the specific needs of each client. Their services include portfolio management, financial planning, and wealth preservation strategies. North Shore's dedication to personalized solutions sets them apart, allowing them to adapt to the evolving market conditions and individual client goals. One of North Shore's key differentiators is its fee structure. They operate on a flat-fee basis, eliminating conflicts of interest and enabling them to prioritize client wealth growth and preservation. This approach ensures that their focus remains firmly on achieving the client's desired financial outcomes. For more information or to discuss your investment needs, please visit their website at nsprivate.com.

Company Leadership

William Gregg

Senior Managing Director & Head of Fixed Income

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North Shore Private Asset Management Tech Stack

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FAQ

What is the location of North Shore Private Asset Management's headquarters?
The headquarters of North Shore Private Asset Management are situated at 222 E Wisconsin Ave Ste 102, Lake Forest IL
What is North Shore Private Asset Management's phone number?
North Shore Private Asset Management's contact number is (888) 375-4918.
What is North Shore Private Asset Management's official website?
The official website of North Shore Private Asset Management can be found at nsprivate.com.
What is North Shore Private Asset Management's current revenue?
As of March 2018, North Shore Private Asset Management's annual revenue reached $1B.
How many employees does North Shore Private Asset Management currently have?
North Shore Private Asset Management employs approximately 5+ people as of March 2018
Which industries is North Shore Private Asset Management primarily operating in?
North Shore Private Asset Management operates in the following industries: Investment Management
Who is the Senior Managing Director & Head of Fixed Income of North Shore Private Asset Management?
North Shore Private Asset Management's Senior Managing Director & Head of Fixed Income is William Gregg
When was North Shore Private Asset Management founded?
North Shore Private Asset Management was founded in 2004.

Employee Directory

Key Employees

Mark Saran

Vice President- Investments

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