Shawspring Partners, LLC
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Learn more about Shawspring Partners, LLC
Overview
Shawspring Partners, LLC operates as a financial advisor firm located in Boston, Massachusetts. The firm oversees $977.9 million in assets under management across eight customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). Shawspring Partners, LLC has a small group, including 5 financial advisors. Shawspring Partners, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as options, bonds and stocks.
Shawspring Partners, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices for the client's account without needing to seek client consent. Shawspring Partners, LLC's average account size is $122.2 million. The typical advisor at Shawspring Partners, LLC manages about two client accounts, making it one of the most personalized firms in the country.
Shawspring Partners, LLC's main office is at 171 Newbury Street, Boston, Massachusetts 2116. It is legally registered to serve investors in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Shawspring Partners, LLC by the Numbers
$977.9 million
8
8
$122.2 million
Fee Structure
Fees for financial advice largely vary depending on the type of financial services provided. Fees billed by the firm likely include the following fee structures: asset-based or performance-based. Shawspring Partners, LLC does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles, charitable organizations and other. Out of its eight accounts, Shawspring Partners, LLC's biggest client is charitable organizations. None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 25%
- Charitable Organizations - 75%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Shawspring Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Shawspring Partners, LLC
Boston, MA
Boston, MA
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