Sperka Investment Management, LLC

Overview

Sperka Investment Management, LLC is a small, fee-based advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm charges a percentage of assets under management and favors equity-centric allocations, managing client portfolios through separate account structures. Its filing indicates no emphasis on ESG integration and it operates as a single-state adviser under individual ownership. With a client base composed primarily of high-net-worth individuals and families, the firm runs tailored portfolios rather than a mass-market product. Equity exposure is the primary allocation preference, supplemented by mutual funds and a targeted allocation to third‑party real estate managers to provide diversification and income where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices