SPP Credit Advisors LLC

RIASEC RegisteredEst. 2021
Total AUM
$15.4M
Discretionary
$15.4M
100% of AUM
Avg account
$3.8M
Accounts
4
Employees
7
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
314442
Registered since
June 14, 2021
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Insurance Companies100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SPP Credit Advisors LLC is an SEC-registered institutional RIA organized as an LLC and first registered in 2021. The firm identifies as a domestic entity with individual ownership and operates as a related adviser to other entities. Its advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional clients, rather than retail individual wealth management. SPP is not positioned as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. Its fee arrangements can include asset-based (percentage of AUM), fixed-fee, and performance-based components.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 92%, Other 8%92%
  • Non-Investment Grade Corp Bonds92%
  • Other8%

Owners & executives

1 of 1
  • Amy Lazarus

    Amy Lazarus

    Chief Operating OfficerCRD 1498788

Contacts

2 of 2
  • Robin Busch

    Robin Busch

    Managing Partner and PrincipalCRD 2082719

  • Edward Zhu

    ManagerCRD 5915590

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth