Park Shore Partners provides portfolio management for pooled vehicles. The firm advises 1 private fund.
Park Shore Partners reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($110M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $110M | 100.0% | $22M |
| Total | 5 | $110M | 100% | $22M |
- Clients
- 5
- Regulatory AUM
- $110M
- AUM share
- 100.0%
- Avg. per client
- $22M
Total
- Clients
- 5
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $22M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Park Shore Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
HBK Sorce Financial LLC owns 75% or more of Park Shore Partners and is in turn owned by HBK Sorce Holdings LLC (75% or more). The leadership team of Park Shore Partners includes Chief Operating Officer Scott Cross and Chief Compliance Officer Michael Wassmann. It has 7 employees, 5 of them in advisory roles.
Leadership
- Scott CrossChief Operating Officer
- Michael WassmannChief Compliance Officer
- Brian SommersManager
- Anthony WauterlekPortfolio Manager
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Ethan D Berkebile
- Patrick James Brown
- Jason Klein
- Brian William Mallette
- Brian Scott Sommers
- Michael Gustave Wassmann
- Anthony Brent Wauterlek
Staff
- 7 employees
- 5 in advisory functions
- 7 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Park Shore Partners LLC
HBK Sorce Financial LLC
Control person · since June 2007
- Owns 75% or more of HBK Sorce Financial LLC
HBK Sorce Holdings LLC
Control person · since August 2008
- Owns 50% to 75% of HBK Sorce Holdings LLC
Hill Barth & King Financial Holdings LLC
Control person · since August 2008
Park Shore Partners’ regulatory assets grew from $83.2M (October 2020) to $110M (November 2025); clients rose from 2 to 5 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| November 2025 | $110M | 5 | 7 | 3 |
| July 2025 | $115M | 5 | 12 | 3 |
| July 2024 | $103M | 5 | 12 | 4 |
| January 2023 | $109M | 3 | 9 | 2 |
| September 2021 | $105M | 2 | 8 | 2 |
| October 2020 | $83.2M | 2 | 7 | 2 |
Besides its headquarters, Park Shore Partners has 2 offices, with 3 listed addresses in Florida and Pennsylvania.
Pennsylvania · 2 listed addresses
- 2725 Colonial Ave, ErieHQ
- 200 Pinewood Lane, Warrendale
Florida · 1 listed address
- 3838 Tamiami Trail North, Naples
Contact and registration details
- Legal name
- Park Shore Partners LLC
- Headquarters
- 2725 Colonial Ave, Erie, PA 16506
- Website
- Not reported
- Phone
- 814-836-5776
- SEC file
- 801-68594
- Structure
- Delaware LLC
- Fiscal year end
- August
Park Shore Partners has custody of $87M in client assets for 4 clients.
How many clients does Park Shore Partners have?
Park Shore Partners has 5 clients and manages $110 million for them, as of November 2025. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 November 2025
What services does Park Shore Partners offer?
Park Shore Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Park Shore Partners have?
Park Shore Partners has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Park Shore Partners?
Park Shore Partners is owned through a chain of holding companies by Hill Barth & King Financial Holdings LLC. Its direct owner is HBK Sorce Financial LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 November 2025
How does Park Shore Partners get paid?
Park Shore Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Park Shore Partners?
Park Shore Partners’ main office is at 2725 Colonial Ave, Erie, PA 16506. Its phone number is 814-836-5776.