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 Organizations54.21%
- Pooled Investment Vehicles45.79%
- 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 adviser (registered in 2010) that serves institutional clients and charges fees as a percentage of assets under management. Its advisory activities emphasize portfolio management for pooled investment vehicles and for businesses or institutions, and it also carries out selection of other advisers. The firm operates as a limited liability company with both a domestic entity and individual ownership structure, and it participates as sponsor, general partner, or managing member of pooled investment vehicles it advises.
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 Funds92%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents3%
- Derivatives1%
Owners & executives
3 of 3
William Mclean
President and CIOCRD 5123589
Jonathan Moore
Chief Administrative OfficerCRD 6254767
Karen Horn-welch
Chief Investment OfficerCRD 7635835
Contacts
3 of 11David Hale
Member Board Of ManagersCRD 2146441
Louis Moelchert
Board of ManagersCRD 2798991
Gregory Ciaverelli
CRD 2758187
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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