Spearhead Capital Advisors LLC

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Assets, Funds, Holdings

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Spearhead Capital Advisors LLC
CRD #161131
SEC #801-108482
CIK #1718982
AUM $769.8 MM (73% Disc, 100% US)
Employees14 (64% Investors, 43% Brokers)
Phone561-801-7302
Address12012 South Shore Blvd
Wellington, FL 33414
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IJR 19.5
VO 17.6
VEA 11.4
VOE 8.5
VBK 8.4
VOT 8.4
VBR 8.4
VTI 7.9
BA 226,000.0 3.1
WMT 286,110.0 3.0
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Spearhead Insurance Solutions IDF LLC Series B 2014-08-11external
50.5
0.6
HF Spearhead Insurance Solutions IDF LLC Series C 2014-08-11external
50.5
11.1
HF Spearhead Insurance Solutions IDF LLC Series E 2014-08-11external
50.5
12.0
HF Spearhead Insurance Solutions IDF LLC Series G 2014-08-11external
50.5
10.3
HF Spearhead Insurance Solutions IDF LLC Series H 2014-08-11external
50.5
21.7
HF Spearhead Insurance Solutions IDF LLC Series S 2014-08-11external
50.5
3.2
HF FA Series Fund LLC Series 2001
1.5
HF Spearhead Insurance Solution IDF Cayman
24.9
View All
Fund Directors # Filings # Firms 2011-2019
Spearhead Capital Advisors LLC 1 1
Todd Walters 1 1
Jarrett Bostwick 1 1
Spearhead IDF Partners LLC 1 1
Spearhead Capital LLC 1 1
Vincent Gioeni 1 1
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