Spider Management Company, LLC

RIASEC Registered
Total AUM
$8.1B
Discretionary
$8.1B
100% of AUM
Avg account
$4.1B
Accounts
2
Employees
22
Advisory reps
14

Firm details

Headquarters
Richmond, Virginia
CRD number
149343
Registered since
January 5, 2010
Custodians
THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure
Percentage of AUM
Client types
  • Charitable Organizations54.21%
  • Pooled Investment Vehicles45.79%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Spider Management Company, LLC is an SEC-registered adviser (registered in 2010) that serves institutional clients and charges fees as a percentage of assets under management. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions, and it also carries out selection of other advisers. The firm operates as a limited liability company with both a domestic entity and individual ownership structure, and it participates as sponsor, general partner, or managing member of pooled investment vehicles it advises.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

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 92%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 3%, Derivatives 1%92%
  • Private Funds92%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents3%
  • Derivatives1%

Owners & executives

3 of 4
  • Gregory Ciaverelli

    Gregory Ciaverelli

    Chief Operating OfficerCRD 2758187

  • William Mclean

    William Mclean

    President and CIOCRD 5123589

  • Jonathan Moore

    Jonathan Moore

    Chief Administrative OfficerCRD 6254767

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Contacts

3 of 10
  • David Hale

    Member Board Of ManagersCRD 2146441

  • Louis Moelchert

    Board of ManagersCRD 2798991

  • Paul Queally

    Board of ManagersCRD 1569646

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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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ETF holdings

1 of 5

Active vs passive

$398M in ETFs

Passive

92%

$367M

Active

8%

$31.5M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$220M294,23955.18%

Location

Primary office

Richmond, VA

Henrico

Location

Richmond, VA

Headquartered in Richmond, VA, in the South of the United States.

Region
South
County
Henrico
Address
5800 Patterson Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth