SPP Capital Partners L L C

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Summit, New Jersey
CRD number
38103
Registered since
January 3, 1996

Firm profile

FINTRX

Overview

SPP Capital Partners LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 1996 and is owned by a combination of domestic entities and individuals. Available records indicate the firm does not operate as a capital allocator, is not active on ESG mandates, and is not registered as a multi-state or pension-focused adviser. Publicly listed fields in the source do not include descriptions of client segments, fee schedules, or the firm’s day-to-day advisory or business activities. The investment-bank classification implies a primary focus on corporate finance, advisory, or capital markets work rather than traditional retail wealth-management services, but the firm’s specific product lines and service offerings are not detailed in the provided data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Mark Taffet

    Mark Taffet

    CEO and FounderCRD 1232630

  • Amy Lazarus

    Amy Lazarus

    Chief Operating OfficerCRD 1498788

Contacts

3 of 7
  • Stefan Shaffer

    Stefan Shaffer

    Managing PartnerCRD 1498973

  • Charles Kumble

    Charles Kumble

    Managing PartnerCRD 1698925

  • Robin Busch

    Robin Busch

    Managing Partner and PrincipalCRD 2082719

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Summit, NJ

Union

Location

Summit, NJ

Headquartered in Summit, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Union
Address
67 Hillcrest Ave
Time zone
ET (UTC-5)
Office locations

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