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 a private investment manager that serves institutional clients and operates primarily as an adviser to pooled investment vehicles. Registered with the SEC in 2010 and organized as an LLC, the firm is classified as an "other fund provider" and typically charges fees as a percentage of assets under management. Its advisory mandate centers on portfolio management for pooled vehicles and for businesses or institutions, plus the selection of third‑party advisers. Spider also functions in sponsor and general partner capacities and acts as a managing member for pooled vehicles. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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 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 6Active vs passive
$416M in ETFs
100%
$416M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $191M | 294,256 | 45.95% |
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
Similar firms
RICHMOND CAPITAL MANAGEMENT INC
RIARICHMOND, VA
BROCKENBROUGH
RIARICHMOND, VA
HERITAGE WEALTH ADVISORS
RIARICHMOND, VA
AGINCOURT CAPITAL MANAGEMENT, LLC
RIARICHMOND, VA
CARY STREET PARTNERS
RIARICHMOND, VA
WEALTHCARE CAPITAL MANAGEMENT LLC
RIARICHMOND, VA