PARK SHORE PARTNERS LLC

UUID980ccdbd-8fdb-5e97-af31-d3839575838f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	145265	145265	—	1.0
sec_file_number	801-68594	801-68594	—	—

Website—

HQ CityERIE

HQ StatePA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-07-08 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
CROSS, SCOTT, ALLAN	CHIEF OPERATING OFFICER	OFFICER	—	{"filing_id": "2014489", "owner_id": "3155528", "source": "adv_part1", "table": "Schedule_A_B"}
HBK SORCE FINANCIAL LLC	PARENT COMPANY	OFFICER	—	{"filing_id": "2014489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HBK SORCE HOLDINGS LLC	OWNER	OFFICER	—	{"filing_id": "2014489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
HILL BARTH & KING FINANCIAL HOLDINGS LLC	OWNER	OFFICER	—	{"filing_id": "2014489", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WASSMANN, MICHAEL, GUSTAVE	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014489", "owner_id": "5621134", "source": "adv_part1", "table": "Schedule_A_B"}
WAUTERLEK, ANTHONY, BRENT	PORTFOLIO MANAGER	OFFICER	—	{"filing_id": "2014489", "owner_id": "2711220", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.