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 limited liability company (registered in 2022) that operates as a hedge-fund manager serving institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also selects other advisers. It performs sponsor/GP and managing-member roles for pooled vehicles and carries out business activities that include acting as a CPO/CTA and operating as an insurance broker. Fee arrangements across its business include percentage-of-AUM, fixed fees and performance-based fees. The firm does not identify 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 4
Alyson Kest
Chief Compliance OfficerCRD 3093693
Kenneth Foley
Chief Executive OfficerCRD 2840109
Patrick Walsh
Chief Operating OfficerCRD 6802236
Contacts
1 of 1
Christopher 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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