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Spearhead IDFs

Below are brief descriptions and downloadable tear sheets for the IDFs that are currently available on the Spearhead platform.

Zilker Multi-Strategies Insurance Dedicated Fund – Series II2

Maslow Wealth Advisors

Multi-Strategy

Axcelus Financial / Prudential / Advantage Life

Contact

Silverview Credit Lending Insurance Dedicated Fund

Silverview Credit Partners LP

Lower Middle Market Lending

Axcelus Financial /Investors Preferred / Prudential

Contact

Freedom 3 Insurance Dedicated Fund

Freedom 3 Capital, LLC

Lower Middle Market Lending

Protective Life / Zurich

Contact

ADAR1 Insurance Dedicated Fund

ADAR1 Capital Management, LLC

L/S Healthcare

Acadia Life / Crown Global / Investors Preferred

Contact

Zilker Multi-Strategies Insurance Dedicated Fund – Series I¹

Maslow Wealth Advisors

Multi-Strategy

Axcelus Financial

Contact

FIG Tax Lien Insurance Dedicated Fund

FIG Capital Management, LLC

Real Estate (Tax Liens)

Investors Preferred

Contact

Elm Wealth Insurance Dedicated Fund

Elm Partners Management LLC

Diversified

Pacific Life

Contact

Heritage Private Opportunities Insurance Dedicated Fund

Heritage Wealth Management, Inc.

Multi-Strategy

Axcelus Financial

Contact

Neuberger Berman Private Debt Insurance Fund

Neuberger Berman Alternatives Advisors LLC

Middle Market Lending

Axcelus Financial / Prudential / Pacific Life

Contact

GSRM Insurance Dedicated Fund

Global Strategic Risk Management, LLC

Fixed Income / Global Macro

Axcelus Financial

Contact

IDF
Sub Advisor
Sub Strategy
Carriers
Contact
Elm Wealth Insurance Dedicated Fund
Elm Partners Management LLC
Diversified
Pacific Life
mailto:pete@lifeinsurancestrategiesgroup.com
IDF
Sub Advisor
Sub Strategy
Current Carrier
Tear Sheet
Contact
Silverview Credit Lending Insurance Dedicated Fund
Silverview Credit Partners LP
Lower Middle Market Lending
Axcelus Financial /Investors Preferred / Prudential
Neuberger Berman Private Debt Insurance Fund
Neuberger Berman Alternatives Advisors LLC
Middle Market Lending
Axcelus Financial / Prudential / Pacific Life
Freedom 3 Insurance Dedicated Fund
Freedom 3 Capital, LLC
Lower Middle Market Lending
Protective Life / Zurich
IDF
Sub Advisor
Sub Strategy
Carriers
FIG Tax Lien Insurance Dedicated Fund
FIG Capital Management, LLC
Real Estate (Tax Liens)
Investors Preferred
IDf
Sub Advisor
Sub Strategy
Carriers
Carriers
Tear Sheet
Contact
Zilker Multi-Strategies Insurance Dedicated Fund – Series I¹
Maslow Wealth Advisors
Multi-Strategy
Axcelus Financial
Axcelus Financial
Heritage Private Opportunities Insurance Dedicated Fund
Heritage Wealth Management, Inc.
Multi-Strategy
Axcelus Financial
Axcelus Financial
Zilker Multi-Strategies Insurance Dedicated Fund – Series II2
Maslow Wealth Advisors
Multi-Strategy
Axcelus Financial / Prudential / Advantage Life
Axcelus Financial / Prudential / Advantage Life

Coming Soon:

Abacus Global Growth IDF

Sub-Advisor: ABL Wealth Advisors, LLC

Strategy: Life Settlements & Insurance-Linked Investments

Architect IDF

Sub-Advisor: Architect Capital

Strategy: Asset-Based Private Credit

Clear Haven IDF

Sub-Advisor: Clear Haven Capital Management, LLC

Strategy: Asset-Backed Public & Private Credit

Diametric Capital IDF

Sub-Advisor: Diametric Capital

Strategy: Equity Long/Short, Multi-Manager 

Duration IDF

Sub-Advisor: Duration Asset Management

Strategy: Leveraged Fixed Income 

EAJF IDF

Sub-Advisor: B.E. Blank & Company

Strategy: Private Credit / Legal Funding

GAMA IDF

Sub-Advisor: Graticule Asia Macro Advisors LLC

Strategy: US Equity Market Neutral Hedge Fund

New Wave Loans IDF

Sub-Advisor: New Wave Loans Residential, LLC

Strategy: Real Estate Asset Backed Lending

Poet Hill IDF

Sub-Advisor: Poet Hill Capital Management, LLC

Strategy: Residential Mortgage-Backed & Asset-Backed Securities

Verition IDF LLC

Sub-Advisor: Verition Fund Management, LLC

Strategy: Multi-Strategy Hedge Fund

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