Key facts
- Status: Privately Held (no backing).
Leadership
- Lori LeeChief Technology Officer
- ·Watchlist + deal alerts for Cannell & Spears
- ·The full record, as it builds
Funding rounds
No funding rounds for Cannell & Spears are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Cannell & Spears
Operator of an investment advisory company intended to focus on the investment needs of individuals and families. The company allows clients to work directly with a partner to build a portfolio of individually selected stocks and bonds designed to meet their specific needs. and the portfolio will not be structured to mirror an index, allocated between asset classes based on pre-prescribed percentages or over-diversified to the point of assured mediocrity.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 28
- Website
- cannellspears.com/
- Ownership
- Privately Held (no backing)
Cannell & Spears doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Cannell & Spears shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Cannell & Spears in its N-PORT filings yet. We sweep new filings monthly.