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President and Chief Investment Officer and Chief Compliance Officer · North Shore Private Asset Management, LLC

David H Melsheimer

CRD 4441591 · Named on Form ADV at one SEC-registered adviser

At a glance

North Shore Private Asset Management, LLC, an SEC-registered wealth manager based in Lake Forest, IL with $573 million in regulatory assets, lists David H Melsheimer on its Form ADV as President and Chief Investment Officer and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.