# HEADSTREAM ADVISORS, L.L.C.

HEADSTREAM ADVISORS, L.L.C. of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 126550
- Type: SEC-registered investment adviser
- SEC file number: 801-65089
- Location: 5949 SHERRY LANE, SUITE 1735, DALLAS, TX, 75225
- Phone: 214-378-6300
- Latest filing: 2007-06-29
- Regulatory AUM: $164.4M
- Discretionary AUM: $164.4M
- Clients: 1
- Accounts: 2

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| WINSLOW JOHN WILLIAM | COO | — |
| WARD WILLIAM CHARLES | MANAGING PARTNER | — |
| KINSER SUSAN WARD | CFO / CHIEF COMPLIANCE OFFICER; CFO/ CHIEF COMPLIANCE OFFICER | — |
| SMITH JOSHUA CABANNE | PORTFOLIO MANAGER | — |
| WARTMAN JOHN KEITH | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126550/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126550/similar
- Related entities: https://search.stillhousedata.com/firm/126550/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126550

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.