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SPEAR ADVISORS LLC

CRD 314594 · SEC 801-121294

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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NY, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$181.3M

Discretionary AUM

$181.3M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (investment companies)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Investment companies1$181.3M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD