# Shawspring Partners, LLC

> Shawspring Partners, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 172766
- Filed as: SHAWSPRING PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172766
- AdvisorCensus page: https://advisorcensus.com/firm/shawspring-partners-llc-boston-ma-172766

## Quick answers

**How is Shawspring Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Shawspring Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shawspring Partners, LLC located?**
Shawspring Partners, LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Shawspring Partners, LLC registered with the SEC or a state?**
Shawspring Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 172766.

**How much does Shawspring Partners, LLC manage?**
Shawspring Partners, LLC reports $438,723,788 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Shawspring Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Shawspring Partners, LLC: Regulatory assets under management: $1,195,538,141 in the October 2021 data and $438,723,788 in the October 2026 data, down 63%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Shawspring Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: charitable organizations (5); pooled investment vehicles (other than investment companies and business development companies) (1); other (1).

**Which custodians does Shawspring Partners, LLC use?**
Shawspring Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, Fidelity Brokerage Services LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Shawspring Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172766

**What changed in Shawspring Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $939,754,193 to $438,723,788 (-53%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation
- Fidelity Brokerage Services LLC
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $438,723,788
- Discretionary: $438,723,788
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $305,598,936 |
| Charitable organizations | 5 | $104,531,660 |
| Other | 1 | $28,593,192 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- shawspring.com
- LinkedIn @shawspring-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,195,538,141 | 4 | March 23, 2021 |
| October 2022 | $1,579,154,202 | 6 | March 25, 2022 |
| October 2023 | $977,926,000 | 8 | May 1, 2023 |
| October 2024 | $932,336,731 | 8 | June 18, 2024 |
| October 2025 | $939,754,193 | 8 | March 24, 2025 |
| October 2026 | $438,723,788 | 7 | September 17, 2026 |

Regulatory assets under management: $1,195,538,141 in the October 2021 data and $438,723,788 in the October 2026 data, down 63%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $939,754,193 to $438,723,788 (-53%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shawspring Partners, LLC (CRD 172766): Form ADV filing data as of October 2026.