SPP Credit Advisors LLC

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

Firm details

Headquarters
,
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 a small, credit-focused institutional registered investment adviser that began SEC registration in 2021. The firm’s advisory work centers on portfolio management for pooled investment vehicles and for businesses or institutional clients. Its operations include relationships and roles across the financial ecosystem—broker‑dealer connections, other adviser relationships, insurance company involvement, and acting as sponsor/GP/managing member of pooled vehicles. SPP does not report active ESG investing and is not a multi‑state adviser; it is identified as a related adviser and uses a mix of fee structures, including percentage of AUM, fixed fees, and performance‑based fees.

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

Asset composition

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth