SourcingSourcing

SPIDER MANAGEMENT COMPANY, LLC

C31
CRD 149343·SEC 801-70963·RICHMOND, VA
AUM
$6.41B
$1B+
Est. Revenue
$64.1M
@ 1% on AUM
Est. EBITDA
$19.2M
@ 30% margin
Est. Deal Value
$153.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPIDER MANAGEMENT COMPANY, LLC
CRD
149343
SEC file #
801-70963
EIN
364892048
DBA names
—

Economics

AUM
$6.41B
AUM band
$1B+
AUM trajectory
'20'26
$4.80B → $6.41B▲ +34%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
23
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
10 advisors → 10 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
09/26/2025
ADV-W filed at
—
Website
smc.richmond.edu

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
UNIVERSITY OF RICHMOND
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
13
Control Persons
UNIVERSITY OF RICHMOND
HALE, DAVID, BIRDSALL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001734651
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-04-11
Edgar Last Filing Date
2018-04-11
Edgar Form D Count
1
Edgar Form D Offerings
2018-04-112018-04-11 · 0001734651-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust5
Goldman Sachs4
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
C/O SPIDER MANAGEMENT COMPANY, LLC6802 PARAGON PLACE, SUITE 205RICHMOND, VA 23230
Business
C/O SPIDER MANAGEMENT COMPANY, LLC6802 PARAGON PLACE, SUITE 205RICHMOND, VA 23230
Edgar EIN
364892048
Edgar Recent Filings
D2018-04-11 · 0001734651-18-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (12)

12
HALE, DAVID, BIRDSALL
Executive Officer · 2.5%
2146441
HALLOCK, KEVIN, FREDERICK
Executive Officer · 2.5%
7447713
HORN-WELCH, KAREN, ELIZABETH
Executive Officer · 2.5%
7635835
HUMPHREVILLE, SUSAN, MOOMAW
Executive Officer · 2.5%
829513
KNEELEY, STEPHEN, JOSEPH
Executive Officer · 2.5%
1433085
LEDSINGER, JR., CHARLES, ALBERT
Executive Officer · 2.5%
5841722
MCLEAN, WILLIAM
Executive Officer · 2.5%
5123589
MOELCHERT, LOUIS, WILLIAM
Executive Officer · 2.5%
2798991
MOORE, JONATHAN, HUNTER
Executive Officer · 2.5%
6254767
QUEALLY, PAUL, BRIAN
Executive Officer · 2.5%
1569646
RIGSBY, ROBERT, EDWARD
Executive Officer · 2.5%
7990458
ROWLAND, PATRICIA, LITTLE
Executive Officer · 2.5%
6044449