Spp Management Services, LLC
● SEC registered since 2016CRD 164078SEC# 801-108102Charlotte, NC
Ranks #3,593 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$623.6M
Fund GAV
$623.6M
Private funds
29
Employees
23
Accounts
29
Location
Charlotte, NC
Spp Management Services, LLC assets under management
Spp Management Services, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2016. It reports $623.6 million in regulatory assets under management and employs 23 people. Spp Management Services, LLC manages 29 private funds with combined gross assets of $623.6 million, including Summit Park IV, LP. By regulatory assets, it ranks 3,593 of 6,004 private fund managers.
Spp Management Services, LLC private funds
29 funds · $623.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Summit Park IV, LP | Private Equity | $306.8M | $5M |
| Summit Park III, LP | Private Equity | $131.6M | $5M |
| Sp Mwm Investors, LLC | Other Private | $31.4M | — |
See all 29 funds — unlock the full record.
Join to unlock · $37/moSpp Management Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Keith Cotton Control | Chief Compliance Officer | Under 5% | 2016 |
| James Leo Johnson Control | Manager (of Registrant) | 50-75% | 2006 |
| Robert George Calton Control | Manager (of Registrant) | 50-75% | 2006 |
Frequently asked questions
How much does Spp Management Services, LLC manage?
Spp Management Services, LLC reports $623.6 million in regulatory assets under management on its Form ADV.
How many private funds does Spp Management Services, LLC manage?
Spp Management Services, LLC manages 29 private funds with combined gross assets of $623.6 million.
How many employees does Spp Management Services, LLC have?
Spp Management Services, LLC reports 23 employees.
Where is Spp Management Services, LLC located?
Spp Management Services, LLC is based in Charlotte, NC and has been SEC-registered since 2016.
Does Spp Management Services, LLC disclose fund performance?
Spp Management Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 South Tryon Street, Suite 1210, Charlotte, NC 28202 |
| Phone | 704-654-3400 |
| Fax | 704-927-4376 |
| Office hours | 8:30-5:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$623.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
AUM vs fund managersTop 60%
Larger than 40% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$623.6Mregulatory AUM
Discretionary $623.6M
Fund type mix
Other Private24
Private Equity5
Service providers
Auditor
Custodian