Firm profile

PARK SHORE PARTNERS LLC

ERIE, PACRD 145265Latest ADV November 12, 2025

Park Shore Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Erie, PA. Its latest Form ADV filing, dated November 12, 2025, reports $110M in regulatory assets under management, 7 employees, 2 offices, and 5 accounts.

Assets Under Management
$110M
Employees
7
Offices
2 offices
Total Clients
5
Primary office
ERIE, PA
2725 COLONIAL AVE, ERIE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(814) 836-5776
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOMichael G. Wassmann
COOScott A. Cross

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$110Mas of November 12, 2025
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$110M
Total Accounts5
10Y AUM Change+$56M (+104.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee1:1
10Y Employee Change+1 (+16.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.