JL

Jennifer Liy Di Lorenzo

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
5 clients
Average Client Portfolio
$23.1M average
Assets Under Management
$115.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

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
Investment Management
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Advisor Information

Office location

3838 Tamiami Trail North, Suite 100, Naples, FL, 34103

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Regulatory History
Clean regulatory record

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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Other Business Activities

Jennifer is an advisor associate at Park Shore Partners LLC, a hedge fund, dedicating about a quarter of her time. She also works as an advisor associate at HBKS Wealth Advisors, spending the majority of her time there.

Employment History
Current Registrations
Park Shore Partners LLC
July 2021 - Present · 4 yrs 6 mos
Hbks Wealth Advisors
July 2021 - Present · 4 yrs 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.