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Spearhead Capital Advisors, LLC
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Overview Share
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Wellington, Florida
$880.9 million AUM
5 offices

Spearhead Capital Advisors, LLC is based in Wellington, Florida and has $880.9 million in assets under management.

Location
12012 South Shore Boulevard
Suite #112
Wellington, FL 33414
$880.9 million
AUM
24
Employees
AUM Share
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$880,928,164
Assets under management
290 clients
Number of clients
Average investment size is $3,037,683
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 26 $8,853,331 1% $340,513
High net worth individuals 38 $663,112,749 75% $17,450,336
Pooled investment vehicles 2 $29,696,655 3% $14,848,328
Charitable organizations 2 $629,861 0% $314,930
Insurance companies 3 $150,377,478 17% $50,125,826
Other corporations or businesses 2 $28,258,090 3% $14,129,045
Employees Share
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24
Employees
10
Investment analysts
42% of total employees
AUM per employee Share
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$880,928,164
Assets under management
$36,705,340
AUM per employee
$88,092,816
AUM per investment analyst
About Share
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Compensation

Spearhead Capital Advisors, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Spearhead Capital Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
Business activities
  • Commodity pool operator or commodity trading advisor
Firm data Share
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CRD number 161,131
SEC number 801-108482
Legal structure Limited Liability Company
Legal governance Florida, United States
Latest ADV filing date May 22, 2020

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