Lakeshore Private Office LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lakeshore Private Office is a newly formed advisory firm that has not yet commenced operations and reports no client assets. It plans to serve individuals, high-net-worth families, trusts, estates, and entities with non-discretionary private markets advisory and monitoring, portfolio architecture and strategic blueprinting, foundational infrastructure coordination, family investment education, and on-request strategic counsel.
The firm’s approach is client-side and non-discretionary: it evaluates private fund offering documents, manager track records, fee and side-letter terms, and monitors fund reports, capital calls, distributions, and cash flows to inform client decision-making. Engagements are tailored to each client’s objectives, liquidity needs, and household portfolio, and the firm positions itself as a liaison for organizing governance and reporting while expressly not providing legal or tax advice and not taking custody or execution authority.
Noteworthy aspects include an uncommon fee mix for a newly formed private-markets adviser — the firm intends to use a combination of hourly billing, one-time fixed project fees, and oversight-based fees — and a formalized family education offering such as a Family CIO course and foundational infrastructure coordination. The firm also limits its role to client-side advisory and monitoring (it will not act as a private fund adviser, will not accept discretionary trading authority or custody), and its operations are dependent on the continued availability of its principal.
Client services
Expertise
Fee options
Minimum one-time fixed fee of $5,000 for Portfolio Architecture and Strategic Blueprint Services; minimum one-time fixed fee of $5,000 for Foundational Infrastructure Coordination Services; one-time fee of $5,000 for Family Investment Education Services (10-hour course)
$0 - $5,000,000: 0.25% annually (25 basis points) Above $5,000,000 - $10,000,000: 0.20% annually (20 basis points) Above $10,000,000 - $20,000,000: 0.15% annually (15 basis points) Above $20,000,000+: 0.10% annually (10 basis points)
$600 per hour for Strategic Counsel Services
Annual retainer fee of $5,000 billed quarterly in arrears as $1,250 installments; retainer credited against assets-under-oversight fee at year end unless otherwise agreed
Minimum fee: Annual retainer fee of $5,000 per year for Private Markets Advisory and Monitoring Services Fee-only: Advisory fees charged; no commissions received from sales.
Main office
110 North Wacker Drive, Suite 2500
Chicago IL 60606
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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