Headinvest, LLC
● SEC registered since 2006CRD 140518SEC# 801-66773Portland, ME
Reg. AUM
$891.8M
Employees
13
Accounts
1,107
Location
Portland, ME
Headinvest, LLC assets under management
Headinvest, LLC operates as an SEC-registered investment adviser based in Portland, ME. The firm has been registered since 2006. It reports $891.8 million in regulatory assets under management and employs 13 people.
Headinvest, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| C-Dsk LLC Control | Owner And Member Llc | Over 75% | 2013 |
| Stephen Kenneth Reeves Control | Chief Compliance Officer/ Managing Director | Under 5% | 2022 |
| Benjamin Hilliard Clark Control | Member | 25-50% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Headinvest, LLC manage?
Headinvest, LLC reports $891.8 million in regulatory assets under management on its Form ADV.
How many employees does Headinvest, LLC have?
Headinvest, LLC reports 13 employees.
Where is Headinvest, LLC located?
Headinvest, LLC is based in Portland, ME and has been SEC-registered since 2006.
Does Headinvest, LLC disclose fund performance?
Headinvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7 Custom House St, 4th Floor, Portland, ME 04101-4194 |
| Phone | 207-773-5333 |
| Fax | 207-773-1735 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1372130 |
| Discloses disciplinary history | No |
Regulatory AUM
$891.8M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$891.8Mregulatory AUM
Discretionary $891.8M