Park Shore Partners manages investments for private investment funds, including the Opportunity Funds and the MAS Fund. Park Shore focuses on long-term capital appreciation through investments in dividend-paying stocks, ETFs, and mutual funds. They also use option strategies to enhance performance and hedge against market downturns. Park Shore does not provide financial planning or investment management services to individual investors, but may recommend an affiliated advisor, HBKS Wealth Advisors, for those services.
Fee Structure
Park Shore Partners manages investments for private funds, not individual investors. Fees for the Opportunity Funds include a quarterly management fee of 0.25% of assets (1.0% annually) and an incentive fee of 10% of net asset value increases. For the MAS Fund, the quarterly management fee is 0.1875% of assets (0.75% annually), with an incentive fee based on specific return hurdles for different investment strategies. HBKS Wealth Advisors clients referred to Park Shore pay a combined management fee where HBKS charges 0.5% and Park Shore reduces its fee by 0.5%.