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 L L C is organized as a limited liability company and is classified in filings as an investment bank. The firm has been SEC-registered since 1996. Ownership is identified as a mix of domestic entities and individuals. Public-facing disclosure about its business lines, client base, and advisory services is minimal; filings do not identify the firm as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth