Spearhead Administrative Services, LLC
Firm details
- Headquarters
- Greenville, Delaware
- CRD number
- 319289
- Registered since
- April 1, 2022
- Website
- www.spearheadadmin.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies57.59%
- Pooled Investment Vehicles42.41%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Spearhead Administrative Services, LLC is a limited liability company that operates as a hedge-fund manager and service provider to institutional clients. The firm registered with the SEC in 2022 and combines roles that include portfolio management for pooled investment vehicles, portfolio management for businesses or institutions, and the selection of other advisers. It also engages in commodity pool operator/commodity trading adviser activities and acts as an insurance broker, and it serves in sponsor/GP or managing-member capacities for pooled vehicles. Spearhead does not identify as an active ESG investor and is not classified as a capital allocator. The firm’s fee arrangements are layered: they charge percentage-of-assets fees, fixed fees and performance-based fees, which aligns with its focus on hedge fund structures and pooled products. Client focus is institutional, and the business model centers on operating and administering private pooled strategies rather than retail wealth management.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds45%
- Public Funds/Mutual Funds31%
- Exchange Traded Equities10%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 4
David Reynolds
Chief Marketing OfficerCRD 5169938

Patrick Walsh
Chief Operating OfficerCRD 6802236

Kenneth Foley
Chief Executive OfficerCRD 2840109
Contacts
1 of 1
Christopher Kentimenos
Registered RepresentativeCRD 6858418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenville, DE
New Castle
Location
Greenville, DE
Headquartered in Greenville, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- New Castle
- Address
- 3828 Kennett Pike
- Time zone
- ET (UTC-5)
- Office locations
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