SP Funds
Firm details
- Headquarters
- Lake Mary, Florida
- CRD number
- 340522
- Registered since
- August 10, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SP Funds is a limited liability company that provides advisory services to institutional investors through pooled investment vehicles. The firm is registered with the SEC in 2026 and is structured to manage collective products rather than operate as a traditional multi-state retail adviser. Its business model centers on acting as portfolio manager and sponsor/GP or managing member of pooled funds, with fees collected as a percentage of assets under management and, in some cases, performance-based compensation. SP Funds does not identify as an active ESG investor and is not positioned as a capital allocator; it also reports a related-adviser relationship with at least one affiliated advisory entity.
Assets & Accounts
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
Location
Lake Mary, FL
Seminole
Location
Lake Mary, FL
Headquartered in Lake Mary, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Seminole
- Address
- 1331 S International Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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