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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jun 2026 · 1 SOURCES

North Shore Private Asset Management

Multi family office in Lake Forest, United States, founded 2004; focus on software and AI.

Identity

HEADQUARTERS
Lake Forest, United States
FOUNDED
2004

Investment approach

Overview

This multi family office is based in Lake Forest, United States; it was founded in 2004. Listed sector interests include software and AI. 4 people are named on its team.

People

  • David H. Melsheimer
    President and Chief Investment Officer · source
  • Mark F. Saran
    Executive Vice President · source
  • William N. Gregg
    Senior Managing Director of Fixed-Income · source
  • Michael J. Melsheimer
    Principal and Chief Compliance Officer · source

Frequently asked questions

North Shore Private Asset Management is a multi family office based in Lake Forest, the United States, founded in 2004.

North Shore Private Asset Management does not publicly state whether it puts its own money into companies or invests through funds.

North Shore Private Asset Management invests in Software & SaaS and Artificial Intelligence.

Key people at North Shore Private Asset Management include David H. Melsheimer (President and Chief Investment Officer), Mark F. Saran (Executive Vice President), William N. Gregg (Senior Managing Director of Fixed-Income) and Michael J. Melsheimer (Principal and Chief Compliance Officer).