RIA Intel›Advisers›Pennsylvania›PARK SHORE PARTNERS LLC

PARK SHORE PARTNERS LLC

Advisory

N·ERIE, PA

Data as of Nov 4, 2024 · Source: SEC Form ADV

Total AUM

$110M

1-Year AUM Growth

+11.9%

3-Year CAGR

+3.1%

Employees

5

Assets Under Management

Total AUM$110M

Discretionary AUM$110M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)-16.7%

Filing History

Total Filings on Record34

First FilingNov 16, 2007

Latest FilingNov 4, 2024

🔒 Full AUM trend chart and 34 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARK SHORE PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.