PARK STATE ASSET MANAGEMENT LLC

PARK STATE ASSET MANAGEMENT LLC of BEVERLY, MA is an SEC-registered investment adviser (CRD 336573). Regulatory assets under management: $192.4M.

Registration

• CRD: 336573
• SEC file number: 801-132913
• Type: Registered investment adviser
• Location: 50 DUNHAM RIDGE, SUITE 3100, BEVERLY, MA, 01915
• Phone: 978.529.2395
• Latest filing: 2026-04-23
• Regulatory AUM: $192.4M
• Discretionary AUM: $190.7M
• Non-discretionary AUM: $1.6M
• Clients: 6
• Accounts: 133

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search