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 single‑owner, SEC‑registered hedge fund adviser organized as an LLC and first registered in 2019. The firm serves institutional clients and operates as a commodity pool operator/commodity trading adviser (CPO/CTA) and as sponsor/GP/managing member of pooled investment vehicles. Its advisory mandate focuses on portfolio management for pooled vehicles and for businesses or institutions. Compensation includes both a percentage of assets under management and performance‑based fees. The firm reports no active ESG investing program and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

    Paul Lashway

    COO & CFOCRD 6385738

  • Dennis Hong

    Dennis Hong

    Founder & CEOCRD 6034161

  • Jason Thorpe

    Jason Thorpe

    CFO & CCOCRD 7492113

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth