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Spearhead Administrative Services, LLC

● SEC registered since 2022CRD 319289SEC# 801-123610Greenville, DE
Export (members)
Ranks #1,552 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$3.83B
Fund GAV
$1.71B
Private funds
25
Employees
9
Accounts
813
Location
Greenville, DE

Spearhead Administrative Services, LLC assets under management

Spearhead Administrative Services, LLC is an investment advisory firm registered with the SEC based in Greenville, DE. The firm has been registered since 2022. It reports $3.8 billion in regulatory assets under management and employs 9 people. Spearhead Administrative Services, LLC manages 25 private funds with combined gross assets of $1.7 billion, including Spearhead Insurance Solutions Idf, LLC Series Neuberger Berman K-1. By regulatory assets, it ranks 1,552 of 6,037 private fund managers.

Spearhead Administrative Services, LLC private funds

25 funds · $1.71B GAV
FundTypeGross assetsMin.
Spearhead Insurance Solutions Idf, LLC Series Neuberger Berman K-1Hedge$346.9M$100K
Spearhead Insurance Solutions Idf, LLC Series SlHedge$250.8M$1M
Spearhead Insurance Solutions Idf, LLC Series Adar1Hedge$212.5M$1M
Eli Circle Idf, LPHedge$198.3M$1M
Spearhead Insurance Solutions Idf, LLC Series CamHedge$122.2M$100M
Spearhead Insurance Solutions Idf, LLC Series Neuberger Berman Private DebtHedge$119.8M$1M
Zilker Multi-Strategies Insurance Dedicated Fund, LP Series IHedge$57.9M$1M
Zilker Multi-Strategies Insurance Dedicated Fund, LP Series IIHedge$45.4M$1M
Spearhead Insurance Solutions Idf, LLC Series FigHedge$39.5M$500K
Spearhead Insurance Solutions Idf, LLC - Series ThebesHedge$37.1M$1M
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Spearhead Administrative Services, LLC owners & executives

14 reported
NameTitleOwnershipSince
Alyson Renee Kest ControlCcoUnder 5%2022
Fieldstone II, LLC ControlOwner25-50%2022
Kenneth Eugene Foley ControlCeoUnder 5%2022
Patrick Edward Walsh ControlCooUnder 5%2022
Spearhead Strategic Partners, LLC ControlOwner50-75%2021
Whitlow, LLCOwner10-25%2023
Abstrum Partners, LLC ControlOwner50-75%2013
Colleen Shapiro ControlManaging Member50-75%2011
Gary L Shapiro ControlManaging Member50-75%2011
Jarrett Todd Bostwick ControlManaging MemberOver 75%2013
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Frequently asked questions

How much does Spearhead Administrative Services, LLC manage?

Spearhead Administrative Services, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Spearhead Administrative Services, LLC manage?

Spearhead Administrative Services, LLC manages 25 private funds with combined gross assets of $1.7 billion.

How many employees does Spearhead Administrative Services, LLC have?

Spearhead Administrative Services, LLC reports 9 employees.

Where is Spearhead Administrative Services, LLC located?

Spearhead Administrative Services, LLC is based in Greenville, DE and has been SEC-registered since 2022.

Does Spearhead Administrative Services, LLC disclose fund performance?

Spearhead Administrative Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3828 Kennett Pike, Suite 202, Greenville, DE 19807
Phone855-615-5318
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.83B▲ 215%
Jan '25 — $1.22BFeb '25 — $1.22BMar '25 — $2.16BApr '25 — $2.16BMay '25 — $2.16BJun '25 — $2.16BJul '25 — $2.16BAug '25 — $2.16BSep '25 — $2.16BOct '25 — $2.16BNov '25 — $2.16BDec '25 — $2.16BJan '26 — $2.16BFeb '26 — $2.16BMar '26 — $3.83BApr '26 — $3.83BMay '26 — $3.83BJun '26 — $3.83BJul '26 — $3.83BAug '26 — $3.83B
Jan '25Form ADV, monthlyAug '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,340 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,037 private-fund managers
Number of fundsTop 9%
More funds than 91% of fund managers
EmployeesTop 43%
More than 57% of 16,820 advisers

Assets under management

$3.83Bregulatory AUM
Discretionary $3.83B

Service providers