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Dennis Hong

12 Years of Experience
Boston, MA

Dennis Hong is a registered investment advisor at Shawspring Partners, LLC, based in Boston, MA, with 12 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $940M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$117.5M average
Assets Under Management
$939.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

ShawSpring Partners manages investments for a private fund and separately managed accounts. Fees are based on the amount of assets managed and are disclosed in the fund's offering documents and individual investment management agreements. The firm also receives a performance-based allocation.

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Location

171 Newbury Street, Suite 5, Boston, MA, 02116

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Shawspring Partners, LLC
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Shawspring Partners LLC
June 2012 - August 2014 · 2 yrs 2 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.