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 an SEC-registered investment adviser organized as a limited liability company in 2022 that operates primarily as a hedge fund manager and administrator for institutional clients. Its business footprint includes acting as a commodity pool operator/commodity trading adviser (CPO/CTA) and functioning as an insurance broker, while also sponsoring and serving as general partner/managing member of pooled vehicles. Advisory services focus on portfolio management for pooled investment vehicles and for business or institutional clients, plus selection of other advisers. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm does not position itself as an active ESG investor.
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 4Alyson Kest
Chief Compliance OfficerCRD 3093693
Kenneth Foley
Chief Executive OfficerCRD 2840109
Patrick Walsh
Chief Operating OfficerCRD 6802236
Contacts
1 of 1Christopher 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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