Spearhead is a family office - multi based in Wellington, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
SPEARHEAD is a boutique financial services firm focused on providing customized solutions for ultra high-net worth individuals, family offices, and asset management firms. We strive to provide long-term value to clients on an after income tax and estate tax basis by combining balance sheet risk management techniques together with investment management strategies. Our areas of focus include: - Early-stage RIA (AUM now >$1B) with direct responsibility for asset allocation, security selection and execution of equity (stock + ETF) and fixed income (individual bond) portfolios. - Structural planning for ultra high-net worth individuals, family offices, and asset management firms - Equity & Debt Portfolio Management and Alternative Investments, strategies - Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) structures - Insurance Dedicated Funds and Separate Managed Accounts design, implementation, and growth strategies
Investment types: Debt Financing, Growth Capital, Investment Funds, Joint Venture/Partner, Private Equity, Securities, Venture Capital - Early Stage
Sectors & themes: Annuities, Debt Issuance, Fixed Income/Debt Securities, Legal & Tax Services, Startups & Management, Insurance Products & Services Alternative Investments, Financial Services, Finance, Insurance Services, Traditional Investments (Liquid Assets)
Preferred geographies: United States
Location: 12012 South Shore Blvd.\nSuite 112\nWellington\nFlorida\n33414\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.