SPF Investment Management, L.P.

RIASEC RegisteredEst. 2018
Total AUM
$3.6B
Discretionary
$3.6B
100% of AUM
Avg account
$893M
Accounts
4
Employees
26
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
299036
Registered since
December 19, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SPF Investment Management, L.P. is a limited partnership that operates as a hedge fund manager and sponsor/GP of pooled investment vehicles. The firm is SEC-registered (since 2018) and provides portfolio management for pooled vehicles while also acting in CPO/CTA capacities. Its client base is institutional, and its compensation model combines a percentage-of-assets fee with performance-based fees. The firm is identified as an active ESG investor and is organized under domestic entity/individual ownership. SPF is not positioned as a capital allocator; instead it runs and manages pooled investment strategies directly.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mark Barres

    Mark Barres

    COOCRD 6782847

Contacts

3 of 8
  • Alok Verma

    Alok Verma

    Portfolio ManagerCRD 4434033

  • Albert Sohn

    TraderCRD 2270058

  • Suraj Sujanani

    Limited PartnerCRD 4993574

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
220 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth