Jason Klein is a CFA-designated registered investment advisor at Park Shore Partners LLC, based in Warrendale, PA, with 5 years of industry experience. Jason 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 Ln, Suite 204, Warrendale, PA, 15086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the Director of Fixed Income at HBKS Wealth Advisors and a Portfolio Manager at Park Shore Partners, both RIAs. Both roles are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
Previous Registrations
Jkmilne Asset Management
State Registrations1 state
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