SHAWSPRING PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$439M
Discretionary
$439M
100% of AUM
Avg account
$62.7M
Accounts
7
Employees
7
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
172766
Registered since
July 19, 2019
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles69.66%
  • Charitable Organizations23.83%
  • Other6.52%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Shawspring Partners, LLC is a privately held limited liability company that registered with the SEC in 2019 and operates as a hedge fund. The firm serves institutional clients and runs pooled investment vehicles while also providing portfolio management for businesses and institutions. It functions in roles consistent with a commodity pool operator/commodity trading adviser and is listed as a sponsor, general partner, or managing member of pooled investment vehicles. Compensation mixes a percentage-of-AUM charge with performance-based fees. Shawspring is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Non-Exchange Traded Equities 12%, Cash & Cash Equivalents 3%86%
  • Exchange Traded Equities86%
  • Non-Exchange Traded Equities12%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • PAUL LASHWAY

    COO & CFOCRD 6385738

  • DENNIS HONG

    Founder & CEOCRD 6034161

  • Jason Thorpe

    CFO & CCOCRD 7492113

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
171 Newbury St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth