Sp Investments Management, LLC is an investment adviser to an investment company based in Menlo Park. It manages $191.44 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Sp Investments Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sp Investments Management, LLC is $191.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and $191.44 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Sp Investments Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Weber Sven is investment companies with 1 clients and $191.44 million of assets under management. Among the 10 most similar advisory firms, Sp Investments Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $191.44 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Sp Investments Management also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $15,000 for each fund.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Weber Sven has been acting as President since 1 Aug 2012. Christian Thomas Munafo has served as the Chief Investment Officer since 1 Aug 2019. John Patrick Sweeney joined the executive team most recently as the Cfo.
The principal office where Sp Investments Management, LLC performs its advisory services is located at 101 Jefferson Drive, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (650) 492-6869 or by fax (650) 492-6869. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at sharespost.com/investment-management and its LinkedIn profile.