COO · Spearhead Administrative Services, LLC
Patrick E. Walsh
CRD 6802236 · Named on Form ADV at one SEC-registered adviser
At a glance
Spearhead Administrative Services, LLC, an SEC-registered asset manager based in Greenville, DE with $3.8 billion in regulatory assets, lists Patrick E. Walsh on its Form ADV as COO, a control person.
Firms and roles
- Spearhead Administrative Services, LLCCOOAsset manager · Greenville, DE · $3.8B in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kenneth E. FoleyCEO, Spearhead Administrative Services, LLC
- Alyson R. KestCCO, Spearhead Administrative Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.