Park Shore Partners LLC

Fee-Only (% of Portfolio)

Park Shore Partners LLC is an investment adviser registered with the Securities and Exchange Commission, specializing in managing private investment funds. Park Shore Partners LLC advises several opportunity funds organized in a master-feeder structure, focusing primarily on dividend-paying stocks, exchange-traded funds, mutual funds, and option strategies. Additionally, Park Shore Partners LLC acts as a sub-advisor to the Park Shore Multi Asset Strategy Fund LLC, providing portfolio management for various classes including strategic income and private equity strategies. The firm does not provide direct investment advisory or financial planning services to individual retail investors; rather, individuals meeting accredited investor or qualified purchaser requirements may invest in the funds managed or sub-advised by Park Shore Partners LLC. For individual advisory or financial planning needs, Park Shore Partners LLC may recommend its affiliate, HBKS Wealth Advisors.

Assets Under Management$110M
Clients5
Advisors7
Avg. per Client$22M
Avg. per Advisor$16M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Opportunity Funds charge 1.0% per annum (0.25% quarterly) plus a 10% performance fee. The Multi Asset Strategy Fund charges 0.75% per annum (0.1875% quarterly) plus strategy-specific incentive fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm

Park Shore Partners LLC - Fees, AUM & Advisors | TrueAdvisor