Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Shore's fees consist of an asset-based management fee and a performance fee. For the Opportunity Funds, the quarterly management fee is 0.25% of assets under management (1.0% per annum). They also charge an incentive fee equal to 10% of the net increase in the net asset value of the investments in the Opportunity Funds. The minimum investment in the Opportunity Funds is $500,000. For the MAS Fund, the quarterly management fee is 0.1875% of assets under management (0.75% per annum), and there is also an incentive fee. The minimum investment in a MAS Fund is $100,000.
Areas of Practice
Advisor Information
Office location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brian owns multiple rental properties through various LLCs (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty) and is a passive owner of HBK Financial Holdings. He is also a Principal and Chief Investment Officer for HBKS Wealth Advisors and Park Shore Partners, spending full-time hours at each.