The PARK SHORE PARTNERS LLC is a privately held investment adviser that advises $7.92Bn in regulatory assets under management held in 2 SEC fund types across 1 investment strategies. PARK SHORE PARTNERS LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 82.84% over the last 5-years.
The Group has been registered with the SEC for 25.05 years and is comprised of 3 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 2725 COLONIAL AVE, ERIE, PENNSYLVANIA. The Group has been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 120 employees comprised of 82 investment and 38 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $7.92Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 485 other accounts. Assets of High Net Worth Individuals clients own $5.83Bn or 73.58% of Total Assets and Individuals own $1.23Bn or 15.57% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
PARK SHORE PARTNERS LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.