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HEADINVEST
HEADINVEST is an SEC-registered investment adviser in PORTLAND, ME, registered since 2006. The firm manages approximately $892 million in regulatory assets.
HEADINVEST
HEADINVEST is an SEC-registered investment adviser in PORTLAND, ME, registered since 2006. The firm manages approximately $892 million in regulatory assets. It has 13 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What is HEADINVEST's investment focus?
HEADINVEST describes itself as a multi-family office, likely investing across a range of asset classes including equities, private equity, and real assets. The firm probably targets both fund commitments and direct co-investments, but specific sector preferences or stage focuses are not disclosed in public sources.
Who runs investment decisions at HEADINVEST?
No named principals or investment committee members are listed in public records for HEADINVEST. This is common for private family offices that operate with a low public profile. Investment decisions may be made by a team of internal professionals or by the families themselves.
How does HEADINVEST source deal flow?
HEADINVEST likely relies on its network of relationships among family offices, investment banks, and private equity firms to source deals. As a multi-family office, it may also benefit from shared deal flow among its client families. Specific sourcing strategies are not public.
Is HEADINVEST a single-family office or multi-family office?
HEADINVEST describes itself as a multi-family office, meaning it serves multiple wealthy families rather than being the investment vehicle for a single family. This structure allows for shared resources and broader diversification across the families' assets.
Does HEADINVEST make direct investments or only fund commitments?
Based on its name and typical multi-family office practices, HEADINVEST likely makes both direct investments and fund commitments. The mix likely depends on the specific needs of its family clients. No specific examples of direct holdings are available in public sources.
Where is HEADINVEST based?
HEADINVEST's headquarters location is not publicly listed. The firm may be based in a jurisdiction that allows privacy, such as Switzerland or a US state with strong privacy laws. No office addresses are available in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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