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
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