Institutional
    SEC Registered

    Spearhead Administrative Services, LLC

    Registered investment advisor · Greenville, Delaware · CRD #319289

    Assets Under Management
    $3.8B
    Client Accounts
    813
    Employees
    9
    CRD Number
    319289
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Spearhead Administrative Services, LLC

    Spearhead Administrative Services, LLC is an investment advisory firm that enables Registered Investment Advisors and Asset Managers to manage client assets through private placement insurance structures. The firm handles all insurance carrier relationships, allowing partners to focus on capital management. It also offers portfolio management services and administrative support for private funds and managed accounts.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

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    Frequently Asked Questions

    What is Spearhead Administrative Services, LLC's AUM?

    Spearhead Administrative Services, LLC reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Spearhead Administrative Services, LLC headquartered?

    Spearhead Administrative Services, LLC is headquartered in Greenville, Delaware.

    What is Spearhead Administrative Services, LLC's CRD number?

    Spearhead Administrative Services, LLC's CRD number is 319289. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Spearhead Administrative Services, LLC manage?

    Spearhead Administrative Services, LLC manages approximately 813 client accounts according to its latest SEC filing.

    Is Spearhead Administrative Services, LLC SEC registered?

    Yes, Spearhead Administrative Services, LLC is registered with the SEC as an investment adviser with an approved registration status.

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