Paul
Lashway

Shawspring Partners, LLC

CRD#6385738
Investment Advisor
in Boston, MA

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About this Advisor

Paul Lashway is a financial advisor based in Boston, Massachusetts, working with Shawspring Partners, LLC. Paul has previously held a position at Shawspring Partners, LLC. Paul has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Paul is part of Shawspring Partners, LLC, which operates out of Boston, Massachusetts. The firm has 8 employees and manages assets totaling $932.3 million. The firm serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Shawspring Partners, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

171 Newbury Street Suite 5
Boston, MA 02116

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Shawspring Partners, LLC Brokerage Details

Total Assets Under Management

$932,336,731

MA Average: $16,012,751,954
Total Number of Employees

8

MA Average: 118
Total Number of Accounts

8

MA Average: 4,567
Average Account Size

$116,542,091

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Paul Lashway Work History

2014 - Present (11 years)

Shawspring Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Paul Lashway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shawspring Partners, LLC

Paul Lashway
Boston, MA
Dennis Hong
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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