SPP CREDIT ADVISORS II LLC

RIASEC RegisteredEst. 2022
Total AUM
$50.2M
Discretionary
$50.2M
100% of AUM
Avg account
$25.1M
Accounts
2
Employees
7
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
323725
Registered since
November 30, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SPP Credit Advisors II LLC is an SEC-registered limited liability company formed to provide portfolio management for pooled investment vehicles to institutional clients. The adviser was registered in 2022 and operates as a domestic entity. Its stated fee model includes a percentage-of-assets component alongside other fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or pension consultant. The firm has roles and affiliations beyond pure advisory work: it is connected to broker-dealer activity, other investment-adviser entities, insurance company relationships, and it serves as sponsor, general partner, or managing member of pooled investment vehicles. Classification in the available data is unclassified, and the adviser is not designated as a related adviser.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • AMY LAZARUS

    Chief Operating OfficerCRD 1498788

Contacts

3 of 3
  • EDWARD ZHU

    ManagerCRD 5915590

  • ROBIN BUSCH

    Managing Partner and PrincipalCRD 2082719

  • CHARLES KUMBLE

    Managing PartnerCRD 1698925

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
550 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth