Mark Francis Saran
Investment adviser representative at North Shore Private Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$572.6MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- North Shore Private Asset Management, LLCNov 2022 to now
- Esbjorn, LLCApr 2022 to Oct 2022
- Jvm Securities, LLCAug 2020 to Feb 2022
- Altegris InvestmentsJul 2018 to Aug 2020
- Neuberger Berman LLCJun 2014 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
North Shore Private Asset Management, LLC
$572.6MAssets managed
218Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6155443
- Firm CRD
- 130132