David Melsheimer has been President and Chief Investment Officer and Chief Compliance Officer of North Shore Private Asset Management since January 2004, is a control person of the firm and directly owns 75% or more of it. David Melsheimer holds a B.A in Economics from the University of Hawaii.
North Shore Private Asset Management, LLC is a Lake Forest, IL firm with $573M under management, 218 clients and 4 advisers in one office, as of its March 2026 filing.
David H. Melsheimer is President & Chief Investment Officer of North Shore Private Asset Management, which he founded to provide investment management services to a select group of wealthy families. He has overall responsibility for the firm's investment philosophy and reviews investment strategies and looks for themes and trends in the financial markets. He currently manages investment portfolios for a few select families. Earlier he was President and Chief Investment Officer of North Star Investment Advisors, Vice President and Portfolio Manager at Northern Trust Company, and Portfolio Manager at The First National Bank of Chicago.
- – present · 14 yearsLake Forest, IL · Adviser representative · Firm CRD 130132
Investment adviser representative registrations
David Melsheimer is registered as an investment adviser representative in Illinois, since July 2012.
- IllinoisSince 3 July 2012
Examinations
No examinations are on David Melsheimer’s record.
- Full name
- David H Melsheimer
- CRD
- 4441591
- Firm
- North Shore Private Asset Management · CRD 130132
- Role
- President and Chief Investment Officer and Chief Compliance Officer
- Office
- 222 E. WISCONSIN AVE, SUITE 102, Lake Forest, IL 60045
- Registration
- Investment adviser registration
- In the industry since
- July 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nsprivateam.com
Where does David Melsheimer work?
David Melsheimer has been President and Chief Investment Officer and Chief Compliance Officer of North Shore Private Asset Management, LLC since January 2004, and is a control person of the firm.
Is David Melsheimer a financial advisor?
Yes. David Melsheimer has a current investment-adviser registration in Illinois, through North Shore Private Asset Management since July 2012.
How many years of experience does David Melsheimer have?
David Melsheimer has 14 years in the financial industry, since July 2012, across 1 adviser firm.
Where is David Melsheimer based?
David Melsheimer’s registered office is in Lake Forest, IL.
Is David Melsheimer registered with FINRA?
No. David Melsheimer has no current broker registration.
How can I verify David Melsheimer’s record?
Search CRD 4441591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Melsheimer’s full registration record.