Brian Sommers is a CFA-designated registered investment advisor at Park Shore Partners LLC, based in Warrendale, PA, with 22 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 5 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Shore Partners manages investments for private funds, not individual investors. Fees for the Opportunity Funds include a quarterly management fee of 0.25% of assets (1.0% annually) and an incentive fee of 10% of net asset value increases. For the MAS Fund, the quarterly management fee is 0.1875% of assets (0.75% annually), with an incentive fee based on specific return hurdles for different investment strategies. HBKS Wealth Advisors clients referred to Park Shore pay a combined management fee where HBKS charges 0.5% and Park Shore reduces its fee by 0.5%.
Location
200 Pinewood Lane, Suite 204, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns multiple rental properties through various LLCs (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty) and is a passive owner of HBK Financial Holdings. He is also a Principal and Chief Investment Officer for HBKS Wealth Advisors and Park Shore Partners, spending full-time hours at each.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
Previous Registrations
Partnervest Advisory Services LLC
Fusion Investment Group, LLC
Mckinley Carter Wealth Services, INC.
Vista Investment Management, LLC
Garrison Institutional Asset Management
State Registrations1 state
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