PARK SHORE PARTNERS LLC

RIASEC RegisteredEst. 2007
Total AUM
$110M
Discretionary
$110M
100% of AUM
Avg account
$22M
Accounts
5
Employees
7
Advisory reps
10

Firm details

Headquarters
ERIE, Pennsylvania
CRD number
145265
Registered since
November 28, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Park Shore Partners LLC is a limited liability company that operates primarily as a hedge fund. Established in 2007, the firm focuses on portfolio management for pooled investment vehicles, catering mainly to institutional clients. The firm employs a fee structure that includes a percentage of assets under management and performance-based fees. While it does not actively engage in ESG investing, Park Shore Partners has affiliations with various industry players, including broker-dealers, other investment advisers, accountants, and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • MICHAEL WASSMANN

    Chief Compliance OfficerCRD 5621134

  • BRIAN SOMMERS

    Principal and Chief Investment OfficerCRD 1487020

Contacts

3 of 8
  • ANTHONY WAUTERLEK

    Portfolio ManagerCRD 2711220

  • BRIAN MALLETTE

    Principal and Senior Financial AdvisorCRD 5558454

  • SCOTT CROSS

    PrincipalCRD 3155528

Unlock 5 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ERIE, PA

ERIE

Location

ERIE, PA

Headquartered in ERIE, PA, anchoring the Erie-Meadville, PA metro in the Northeast.

Metro area
Erie-Meadville, PA
Region
Northeast
County
ERIE
Address
2725 Colonial Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth