Spear Advisors LLC

Overview

Spear Advisors LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. The firm positions itself as an institutional adviser that charges fees as a percentage of assets under management. It is not a multi-state adviser, does not self-identify as an active ESG investor, and is not described as a capital allocator, pension consultant, or related adviser to another manager. Advisory activities reported include portfolio management for investment companies, the publication of periodicals or newsletters, and offering educational seminars or workshops. Those activities suggest the firm combines discretionary portfolio management for institutional mandates with a content and education component targeted at professional or institutional audiences.

Assets & Accounts

Public Holdings

Investments & Alternatives