Spider Management Company, Llc
- Regulatory AUM
- $6.4B
- Discretionary
- $6.4B
- Clients
- 1
- Avg AUM / client
- $6.4B
- Accounts
- 2
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Sep 26, 2025
Investments (13F portfolio — 5 positions, $350,569,178)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $191,366,447 | 294,256 | 54.6% | 2.98% |
| 2 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $65,864,257 | 343,186 | 18.8% | 1.03% |
| 3 | Spdr Gold Tr | GOLD SHS | $57,627,879 | 133,928 | 16.4% | 0.9% |
| 4 | Ishares Tr | COPPER & METALS | $18,419,638 | 387,151 | 5.25% | 0.29% |
| 5 | Vaneck Etf Trust | SEMICONDUCTR ETF | $17,290,957 | 45,099 | 4.93% | 0.27% |
Top 25 of 5 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $2.9B | 45.8% |
| Charitable organizations | Fewer than 5 clients | $3.5B | 54.2% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $2.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Richmond Fund, Lp | Other Private Fund | Virginia | $2.8B | 29 |
| Spider Buyout Holdings, Lp | Other Private Fund | Delaware | $755K | 3 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| R E B Foundation EIN 521206536 | Richmond, VA | 12/31/2024 |
| Steward School Foundation EIN 510251819 | Richmond, VA | 06/30/2024 |
People (13)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Queally, Paul, Brian | Member, Board Of Managers | Nov 2007 (19y) | Less than 5% | |
| Ledsinger, Jr., Charles, Albert | Member, Board Of Managers | Sep 2010 (16y) | Less than 5% | |
| Rowland, Patricia, Little | Member, Board Of Managers | Mar 2012 (14y) | Less than 5% | |
| Hale, David, Birdsall | Member, Board Of Managers | Aug 2013 (13y) | Less than 5% | |
| Crutcher, Ronald, Andrew | Member, Board Of Managers | Jul 2015 (11y) | Less than 5% | |
| Moore, Jonathan, Hunter | Chief Compliance Officer / Chief Administrative Officer | Aug 2018 (8y) | Less than 5% | |
| Mclean, William | President / Chief Investment Officer | Jan 2021 (6y) | Less than 5% | |
| Moelchert, Louis, William | Member, Board Of Managers | Jul 2021 (5y) | Less than 5% | |
| Hallock, Kevin, Frederick | Member, Board Of Managers | Aug 2021 (5y) | Less than 5% | |
| Humphreville, Susan, Moomaw | Member, Board Of Managers | Sep 2022 (4y) | Less than 5% | |
| Kneeley, Stephen, Joseph | Member, Board Of Managers | Mar 2023 (3y) | Less than 5% | |
| Horn Welch, Karen, Elizabeth | Deputy Chief Investment Officer | Jan 2024 (3y) | Less than 5% | |
| Rigsby, Robert, Edward | Member, Board Of Managers | Jul 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| University Of Richmond | Managing Member | Nov 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Richmond Fund, Lp | Other Private Fund | $2.8B | $5.0M | 29 |
| Spider Buyout Holdings, Lp | Other Private Fund | $755K | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Foundations & charities (2)
| Organization | Type | Assets | As of |
|---|---|---|---|
| R E B Foundation | Public charity | $69.1M | 12/31/2024 |
| Steward School Foundation | Public charity | $27.2M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/26/2025 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $3.5B (54% of AUM) Sep 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 26, 2025.
View current Form ADV (SEC/IAPD) ↗