Shaw Group
Shaw Group, LLC is a privately held U.S. family office providing research-intensive, discretionary management of stock and bond portfolios for high net worth individuals and families, using proprietary intrinsic value and municipal credit analytics models.
- Company typePrivate
- Founded2001
- HeadquartersSandy, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Shaw Group does
Shaw Group, LLC is a privately held U.S. family office that provides research-intensive investment management of stock and bond portfolios to high net worth individuals and families. The firm operates exclusively through direct client relationships with no intermediary channels, and presents itself as serving a narrow segment of affluent families seeking personalized, discretionary portfolio management with a quality-equity and fixed-income orientation.
The firm's core offering is a bottom-up, equally weighted 10–15 stock portfolio constructed around companies trading below intrinsic value, with strict financial criteria applied to cash-flow growth, return on equity, return on capital, and debt levels. Supporting the investment process is a suite of proprietary analytical tools: a Municipal Credit Analytics model with over 40 years of historical yield data across insured and rated/non-rated municipal tiers, a Directional Buying and Selling Theory (DBST) system that uses NYSE daily volume ratios to signal market positioning, and proprietary intrinsic value models paired with technical analysis to inform both buy and sell decisions. Public-facing research — including long-horizon charts of the Gold/Oil ratio (166+ years), inflation (252 years), interest rates (250 years), the DJIA/Gold ratio, margin debt, and the Buffett Indicator — functions as thought leadership and client engagement material.
Commercially, Shaw Group does not disclose pricing, fee structure, minimum investment requirements, AUM, or client count. The business model is described as subscription/recurring through investment management fees, with revenue mechanics undisclosed. Distribution is single-geography (domestic U.S.), sales-led via the firm website and email newsletter, and there are no disclosed partnerships, institutional clients, regulatory actions, patents, or third-party endorsements.
Shaw Group firmographics
Firmographics- Name
- Shaw Group
- Legal name
- Shaw Group, LLC.
- Website
- https://shawadvisors.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Shaw Group, LLC is a privately held U.S. family office providing research-intensive, discretionary management of stock and bond portfolios for high net worth individuals and families, using proprietary intrinsic value and municipal credit analytics models.
- Ownership category
- akta.pro rank
Shaw Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Shaw Group is headquartered
LocationHeadquarters
- HQ city
- Sandy
- HQ country
- United States
- HQ region
- North America
Markets served
Shaw Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Management Services: As a private family office, Shaw Group generates revenue through investment management fees charged to clients for managing stock and bond portfolios. The specific fee structure (management fees, performance fees, or hybrid) is not publicly disclosed.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Shaw Group product offering
Product offeringCore offering
Shaw Group is a private family office that provides research-intensive management of stock and bond portfolios for high net worth individuals and families. The firm uses a proprietary bottom-up approach to identify quality companies trading below intrinsic value, constructing 10-15 stock equally weighted portfolios supplemented by municipal bond and cash holdings, and supplements fundamental analysis with proprietary technical market timing tools including its DBST system.
Product overview
Shaw Group is a private family office offering research-intensive portfolio management for stocks and bonds. The core offering consists of four interconnected services: Family Office Investment Management (core portfolio management using bottom-up stock selection and intrinsic value models), Municipal Bond Scale (proprietary municipal credit analytics with 40+ years of data), Market View Research (proprietary analysis of global capital markets and investment themes), and Directional Moving Indicators/DBST (technical market timing tools using NYSE volume ratios). These services work together to provide disciplined investment decision-making with both fundamental and technical frameworks.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Investment Management
Companies that use Shaw Group
Customer profileSegments1 record
Ideal customer profiles1 record
Shaw Group technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Shaw Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights2 records
Shaw Group competitors and assessment
Company assessmentDirect peers
- Third Avenue Management: Concentrated, fundamentals-first value investor with strong long-term orientation; overlaps with Shaw Group's high-conviction, intrinsic-value orientation and similarly appeals to HNW clients skeptical of passive.
- Tweedy, Browne Company: Deep-value, research-intensive manager with a long-only, valuation-driven philosophy and conservative client orientation that closely mirrors Shaw Group's bottom-up quality-at-a-reasonable-price discipline.
- Bessemer Trust: One of the largest dedicated multi-family offices serving HNW families with personalized investment management, trust and legacy services — directly comparable as a scaled private family office serving the same HNW segment.
- First Eagle Investment Management: Multi-asset manager emphasizing absolute return, quality and downside protection with heavy use of long-term historical indicators — directly comparable in its valuation-discipline combined with multi-decade macro perspective.
- Glenmede: Independent, privately-held investment and wealth management firm serving HNW families, endowments and foundations — directly comparable in mission, client type and bespoke investment approach.
- Pzena Investment Management: Public value-equity manager running concentrated, fundamentally-driven portfolios emphasizing intrinsic value and downside protection — directly comparable in philosophy to Shaw Group's intrinsic-value + technical 10–15 stock approach.
Broad incumbents
- Brown Brothers Harriman (Wealth Management): Large, established private bank with deep wealth management and family office services; overlaps with Shaw Group's HNW family client focus but at vastly greater scale and breadth.
- Rockefeller Capital Management: Diversified wealth management and investment platform built around serving HNW and UHNW families with personalized advisory services — broader incumbent competing for the same family-office clientele.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Shaw Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shaw Group leadership team
Management profileNumber of profiles
Profiles1 record
Shaw Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shaw Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shaw Group
What does Shaw Group do?
Shaw Group is a private family office that provides research-intensive management of stock and bond portfolios for high net worth individuals and families. The firm uses a proprietary bottom-up approach to identify quality companies trading below intrinsic value, constructing 10-15 stock equally weighted portfolios supplemented by municipal bond and cash holdings, and supplements fundamental analysis with proprietary technical market timing tools including its DBST system.
Is Shaw Group a public or private company?
Shaw Group is a private company. It is classified as family owned and is currently operating.
When was Shaw Group founded?
Shaw Group was founded in 2001. It employs 1 to 10 people.
Where is Shaw Group based?
Shaw Group is headquartered in Sandy, United States, in the North America region.
How does Shaw Group make money?
One revenue line is on record: investment Management Services.
Who are Shaw Group's main competitors?
Direct peers on record are Third Avenue Management, Tweedy, Browne Company, Bessemer Trust, First Eagle Investment Management, Glenmede and Pzena Investment Management. Broad incumbents are Brown Brothers Harriman (Wealth Management) and Rockefeller Capital Management.
Does Shaw Group have an API?
No public API is recorded for Shaw Group.
What industry is Shaw Group in?
Shaw Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 52394 and its SIC code is 6282.