# HEADINVEST, LLC

HEADINVEST, LLC of PORTLAND, ME is an SEC-registered investment adviser.

## Registration

- CRD: 140518
- Type: SEC-registered investment adviser
- SEC file number: 801-66773
- Location: 7 CUSTOM HOUSE ST, 4TH FLOOR, PORTLAND, ME, 04101-4194
- Phone: 207-773-5333
- Latest filing: 2026-03-19
- Regulatory AUM: $891.8M
- Discretionary AUM: $891.8M
- Clients: 13
- Accounts: 1,107

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Schofield Whitehead | MEMBER | — |
| Stephen Daniel Poulos | MEMBER | — |
| Kenneth Andrew Blaschke | MEMBER | — |
| Donna Dubois Mcconnell | MEMBER | — |
| Stephen Kenneth Reeves | CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER/ MANAGING DIRECTOR | — |
| Benjamin Hilliard Clark | MEMBER | — |
| HEAD DONALD LAMBING | PRESIDENT AND CEO; PRESIDENT, CEO AND DIRECTOR; PRESIDENT , CEO, AND MEMBER OF LLC (+2 more) | — |
| WILLAUER WILLIAM BRADFORD | DIRECTOR; DIRECTOR AND MEMBER LLC; VICE PRESIDENT AND DIRECTOR (+1 more) | — |
| MOGAVERO JENNIFER SKIFFINGTON | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER LLC; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER LLC | — |
| GERCKE CARL GIVENS | CHIEF INVESTMENT OFFICER; DIRECTOR; DIRECTOR AND MEMBER LLC (+9 more) | — |
| CLOSSON STEVEN ADAMS | DIRECTOR; DIRECTOR AND MEMBER LLC | — |
| HEALEY DERMOT THOMAS | DIRECTOR; DIRECTOR AND MEMBER LLC | — |
| MAIORINO PASQUALE FRANCIS | DIRECTOR; DIRECTOR AND MEMBER LLC | — |
| PLATZ JAMES ANDREW | DIRECTOR; DIRECTOR AND MEMBER LLC | — |
| MOHAMMAD ANN MARIE | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CATTELL THOMAS MCKEEN | CEO AND DIRECTOR; EXECUTIVE VICE PRESIDENT AND DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER (+1 more) | — |
| ANDERSEN PAUL HARVEY | DIRECTOR | — |
| CLOSSON STEVEN A | DIRECTOR | — |
| MAIORINO PASQUALE F | DIRECTOR | — |
| PALTZ JAMES A | DIRECTOR | — |
| PLATZ JAMES A | DIRECTOR | — |
| BONVILLE STEVEN EDWARD | DIRECTOR | — |
| POULOS STEPHEN DANIEL | MEMBER | — |
| BLASCHKE KENNETH ANDREW | MEMBER | — |
| MCCONNELL DONNA DUBOIS | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140518/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140518/similar
- Related entities: https://search.stillhousedata.com/firm/140518/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140518

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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.