Jersey Shore Portfolio Management, LLC

Overview

Jersey Shore Portfolio Management, LLC is an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm serves primarily individual and family clients and offers a mix of financial planning and discretionary portfolio management across household and pooled structures. Its advisory mandate spans traditional wealth management tasks: financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles and institutional/business accounts. Investment activity shows a clear tilt toward publicly traded equities as the primary allocation. The firm operates under multiple fee arrangements — percentage of AUM, hourly and fixed fees, and performance-based fees — which supports both standard advisory relationships and incentive-aligned structures for certain accounts or pooled vehicles. Jersey Shore does not identify as an active ESG investor. Custody and trade execution appear centered at Interactive Brokers, indicating a platform-oriented, execution-driven practice that favors exchange-traded instruments and separate managed account structures.

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Location & Offices