The SPEARHEAD CAPITAL ADVISORS is a privately held investment adviser that advises $3.84Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. SPEARHEAD CAPITAL ADVISORS is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 189.86% over the last 5-years.
The Group has been registered with the SEC for 9.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3828 KENNETT PIKE SUITE 202, GREENVILLE, DELAWARE. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 9 employees comprised of 3 investment and 6 non-investment staff. The total number of Employees decreased by 71.88% over the last 5-years.
Their $3.84Bn in assets advised are owned by 23 private funds, 0 public funds and BDCs and 6 other accounts. Assets of Insurance Companies clients own $2.2Bn or 57.37% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.64Bn or 42.63% of Total Assets.
The Group's top investment strategies include Insurance-Linked Securities, Multi Strat and FI/Credit - Lending, representing 73.34%, 19.32% and 7.34% of total assets, respectively.
They advise 2 types of clients, top clients are Insurance Companies and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 6 Fund Administrators, 6 Fund Auditors, 3 Prime Brokers, 12 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
SPEARHEAD CAPITAL ADVISORS names 18 sub-advisers ADAR1 CAPITAL MANAGEMENT, LLC, ALIGNED EQUITY GROUP, LLC, BAY POINT ADVISORS, LLC, CAMBRIDGE ASSOCIATES, LLC, CRESSET ASSET MANAGEMENT, LLC, DEMETER TACTICAL INVESTMENTS CORP., ELI CIRCLE CAPITAL, LP, ELM WEALTH, FIG CAPITAL MANAGEMENT, LLC, FREEDOM 3 CAPITAL LLC, GLOBAL STRATEGIC RISK MANAGEMENT, LLC, HERITAGE WEALTH MANAGEMENT, MASLOW WEALTH ADVISORS, NB ALTERNATIVES ADVISERS LLC, NEW WAVE LOANS RESIDENTIAL, LLC, O ASSET MANAGEMENT LLC, SILVERVIEW CREDIT PARTNERS LP, VERITION FUND MANAGEMENT LLC to 22 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.