SP Asset Management LLC
Firm details
- Headquarters
- Cupertino, California
- CRD number
- 323369
- Registered since
- October 6, 2022
- Website
- www.spassetmanagement.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.85%
- Corporations / Businesses2.31%
- Pooled Investment Vehicles0.76%
- Pension & Profit Sharing Plans0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SP Asset Management LLC is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2022 and advises both individual/family and institutional clients on a fee basis calculated as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and management of pooled investment vehicles. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Private Funds18%
- Public Funds/Mutual Funds10%
- US Government Bonds8%
- Cash & Cash Equivalents8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$459M in ETFs
97%
$444M
3%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $65.8M | 730,447 | 14.35% |
Location
Cupertino, CA
Santa Clara
Location
Cupertino, CA
Headquartered in Cupertino, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 20380 Town Center Ln
- Time zone
- PT (UTC-8)
- Office locations
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