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Spearhead Administrative Services, LLC

● SEC registered since 2022CRD 319289SEC# 801-123610Greenville, DE
Export (members)
Ranks #1,545 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$3.83B
Fund GAV
$1.64B
Private funds
23
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 23 private funds with combined gross assets of $1.6 billion, including Spearhead Insurance Solutions Idf, LLC Series Neuberger Berman K-1. By regulatory assets, it ranks 1,545 of 6,004 private fund managers.

Spearhead Administrative Services, LLC private funds

23 funds · $1.64B 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
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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
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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 23 private funds with combined gross assets of $1.6 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 — $3.83B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
AUM vs fund managersTop 26%
Larger than 74% of 6,004 private-fund managers
Number of fundsTop 10%
More funds than 90% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$3.83Bregulatory AUM
Discretionary $3.83B