Advisor at Spearhead Administrative Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spearhead Administrative Services, LLC
Location
South Hamilton, MA
Credentials
CFA®
Industry experience
7 years
Patrick Walsh is a CFA® charterholder with seven years of experience in the financial industry. He is currently with Spearhead Administrative Services, LLC, where he has worked since 2022. His prior roles include positions at Spearhead Capital Advisors, Hub International, and State Street Corporation. Spearhead Administrative Services, LLC provides investment advisory and administrative services primarily to private investment funds and separately managed accounts for insurance company segregated asset accounts and private placement variable life and annuity contract owners. The firm acts as investment manager to insurance-dedicated funds, overseeing subadvisors who manage individual funds and accounts, and offers operational features such as Commodity Pool Operator registration and licensed insurance agency status.
Based on Spearhead Administrative Services, LLC
Retainer fees charged in certain limited circumstances for setting up offering documents around a Fund.
$0+: 0.10% to 2.15% per annum on Net Asset Value of Fund (Private Funds, varies by Series/Class of Interest) $0+: 0.15% to 2.15% per annum on Account assets (Separately Managed Accounts)
Commission-based compensation earned from the sale of insurance products separate and in addition to advisory fees.
Performance-based fees charged by some Funds and Accounts based on capital gains or appreciation; details in offering documents or IPS; typically passed on to subadvisors.
Account minimum: $1 million Fee-only: Management fees ranging generally from 0.10% to 2.15% per annum for Funds and 0.15% to 2.15% for Accounts; fees charged quarterly in arrears or monthly/quarterly in advance or arrears for Funds; no higher fees due to subadvisors.
South Hamilton, MA
Massachusetts
Spearhead Administrative Services, LLC
2022 - Present (4 years)
Spearhead Capital Advisors, LLC
2018 - 2022 (4 years)
Hub International
2017 - 2018 (1 year)
State Street Corporation
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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