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| Spear Advisors LLC
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|---|---|
| CRD # | 314594 |
| SEC # | 801-121294 |
| CIK # | 0002119894 |
| AUM | 181.3 M (2026-05-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 347-597-2738 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| II-VI Inc | 12.3 | ||
| Karman Holdings Inc | 10.2 | ||
| KLA Tencor Corp | 10.1 | ||
| Ikonics Corp | 9.7 | ||
| Aerovironment Inc | 8.4 | ||
| MKS Instruments Inc | 8.2 | ||
| Nvidia Corp | 8.1 | ||
| Lam Research Corp | 6.8 | ||
| Kratos Defense & Security Solutions Inc | 6.3 | ||
| Applied Blockchain Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 181.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 181.3 |
| By Discretionary | ||
| Discretionary | 1 | 181.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 1 | 181.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002119894] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
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