Spearhead Administrative Services, LLC

RIASEC RegisteredEst. 2022
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$4.7M
Accounts
813
Employees
9
Advisory reps
5

Firm details

Headquarters
Greenville, Delaware
CRD number
319289
Registered since
April 1, 2022
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 45%, Public Funds/Mutual Funds 31%, Exchange Traded Equities 10%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, State & Local Bonds 1%, Non-Investment Grade Corp Bonds 1%45%
  • Private Funds45%
  • Public Funds/Mutual Funds31%
  • Exchange Traded Equities10%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds2%

Owners & executives

3 of 4
  • David Reynolds

    David Reynolds

    Chief Marketing OfficerCRD 5169938

  • Patrick Walsh

    Patrick Walsh

    Chief Operating OfficerCRD 6802236

  • Kenneth Foley

    Kenneth Foley

    Chief Executive OfficerCRD 2840109

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Contacts

1 of 1
  • Christopher Kentimenos

    Christopher Kentimenos

    Registered RepresentativeCRD 6858418

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth