Spear Advisors LLC

Overview

Spear Advisors LLC is a privately owned limited liability advisory firm that registered with the SEC in 2021 and operates as an institutional RIA. The firm serves institutional clients and charges fees as a percentage of assets under management. It does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Advisory activities recorded for the firm include portfolio management for investment companies, publishing periodicals or newsletters, and providing educational seminars or workshops. The firm is not listed as a pension consultant and does not report being a related adviser to another registered entity.

Assets & Accounts

Public Holdings

Investments & Alternatives