Spider Management Company, LLC
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 149343
- Registered since
- January 5, 2010
- Website
- spiderinvests.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations54.16%
- Pooled Investment Vehicles45.84%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Spider Management Company, LLC is an SEC-registered investment adviser formed in 2010 that operates as a limited liability company serving institutional clients. The firm is classified as an “other fund provider” and focuses on managing pooled investment vehicles and providing portfolio management for businesses or institutions, in addition to selecting and overseeing third‑party advisers. Spider charges fees as a percentage of assets under management, does not identify as an active ESG investor, and is not structured as a multi‑state or pension consultant adviser. The firm also serves as a sponsor/GP/managing member of pooled vehicles rather than acting as a standalone capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds89%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
- Derivatives2%
- Exchange Traded Equities1%
Owners & executives
3 of 3Karen Horn-welch
Chief Investment OfficerCRD 7635835
William Mclean
President and CIOCRD 5123589
Jonathan Moore
Chief Administrative OfficerCRD 6254767
Contacts
3 of 10David Hale
Member Board Of ManagersCRD 2146441
Jr. Ledsinger
Member Board Of ManagersCRD 5841722
Susan Humphreville
Member Board Of ManagersCRD 829513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$398M in ETFs
92%
$367M
8%
$31.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $220M | 294,239 | 55.18% |
Location
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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