# Park Shore Partners LLC

> Park Shore Partners LLC is an SEC-registered investment advisory firm in Erie, PA, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated November 12, 2025.

- CRD: 145265
- Filed as: PARK SHORE PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Erie, PA
- Filing period: October 2026
- Form ADV filing dated: November 12, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145265
- AdvisorCensus page: https://advisorcensus.com/firm/park-shore-partners-llc-erie-pa-145265

## Quick answers

**How is Park Shore Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Park Shore Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Park Shore Partners LLC located?**
Park Shore Partners LLC's principal office is in Erie, PA, according to its Form ADV; the December 2025 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Park Shore Partners LLC registered with the SEC or a state?**
Park Shore Partners LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 145265.

**How much does Park Shore Partners LLC manage?**
Park Shore Partners LLC reports $109,865,244 in regulatory assets under management in its Form ADV filing dated November 12, 2025 (100% discretionary).

**How have Park Shore Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Park Shore Partners LLC: Regulatory assets under management: $104,728,567 in the October 2021 data and $109,865,244 in the October 2026 data, up 5%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Park Shore Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Park Shore Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145265

**What changed in Park Shore Partners LLC's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 10 to 5. Changed its office addresses in Naples, FL. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $109,865,244
- Discretionary: $109,865,244
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $109,865,244 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the December 2025 filing
- Naples, FL
- Warrendale, PA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $104,728,567 | 8 | September 16, 2021 |
| October 2022 | $104,728,567 | 8 | September 16, 2021 |
| October 2023 | $108,860,582 | 12 | August 16, 2023 |
| October 2024 | $103,077,478 | 12 | July 15, 2024 |
| October 2025 | $115,335,997 | 12 | July 8, 2025 |
| October 2026 | $109,865,244 | 7 | November 12, 2025 |

Regulatory assets under management: $104,728,567 in the October 2021 data and $109,865,244 in the October 2026 data, up 5%.
Total employees: 8 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 10 to 5.
- Changed its office addresses in Naples, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Park Shore Partners LLC (CRD 145265): Form ADV filing data as of October 2026.