LAWSHARES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
174510
Registered since
February 15, 2018

Firm profile

FINTRX

Overview

Lawshares, LLC is a limited liability company that registered as an SEC adviser in 2018 and operates at the intersection of legal services and fund sponsorship. The firm functions as an adviser and sponsor/GP and is identified as a managing member of pooled investment vehicles, pointing to an operating model centered on launching and managing private funds rather than running a broad retail advisory business. Lawshares is classified as an unclassified adviser and is not designated as a capital allocator; it does not market itself as an ESG-driven manager, a multi-state adviser, or a pension consultant. Investment activity centers on pooled private capital vehicles, with the firm serving in sponsor and general partner roles. The affiliation with law practice activity suggests the firm combines legal and fund-management expertise to structure and administer its funds, and it appears to focus its allocation efforts on private equity-style investments rather than public market strategies.

Assets & Accounts

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

Contacts

1 of 1
  • Max Schmidt

    Managing DirectorCRD 7925973

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
33 Whitehall St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth