| Name | Title | Ownership | Since |
|---|---|---|---|
| C-Dsk LLC Control | Owner And Member Llc | Over 75% | 2013 |
| Stephen Kenneth Reeves Control | Chief Compliance Officer, Managing Director | Under 5% | 2022 |
| Benjamin Hilliard Clark Control | Member | 25-50% | 2024 |
Headinvest, LLC reports $969.7 million in regulatory assets under management on its Form ADV.
Headinvest, LLC reports 15 employees.
Headinvest, LLC is based in Portland, ME and has been SEC-registered since 2006.
Headinvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7 Custom House St, 4th Floor, Portland, ME 04101-4194 |
| Phone | 207-773-5333 |
| Fax | 207-773-1735 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1372130 |
| Discloses disciplinary history | No |
| Discretionary | $969.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $969.7M |