SPIDERROCK ADVISORS, LLC

Overview

Spiderrock Advisors, LLC is an SEC-registered investment adviser organized as an LLC that manages portfolios for both individual/family clients and institutional investors. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals, pooled investment vehicles, and businesses or institutions among its primary advisory services. It also identifies itself as operating CPO/CTA activities and maintains a range of industry affiliations, including relationships with broker-dealers, trust companies, banks, and sponsors of pooled vehicles. Investment activity indicates a strong emphasis on strategies that make use of derivatives at scale while maintaining substantial long equity positions. The firm is not an active ESG investor, and it reports a mix of separately managed accounts and pooled vehicle management. Its profile suggests an adviser that blends equity allocation with derivative-based overlays or systematic strategies and that allocates to external alternative managers for select niches such as real estate.

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Location & Offices