SPP Credit Advisors II LLC

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

Firm details

Headquarters
,
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 institutional registered investment adviser organized as an LLC. The firm is oriented toward institutional clients and focuses on portfolio management for pooled investment vehicles, acting in roles that include sponsor, general partner and managing member of those vehicles. Its fee schedule includes percentage-of-AUM charges plus other fee arrangements. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser in the dataset. SPP Credit Advisors II maintains relationships across the financial services ecosystem: the record notes ties to broker-dealers, other investment advisers and insurance companies, in addition to its sponsor/GP activity for pooled products. The dataset also flags that SPP Credit Advisors II is not a capital allocator in the sense of operating primarily as an external manager-of-managers.

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

    Amy Lazarus

    Founding Partner, Chief Financial OfficerCRD 1498788

Contacts

3 of 3
  • Charles Kumble

    Charles Kumble

    Managing PartnerCRD 1698925

  • Robin Busch

    Robin Busch

    Managing PartnerCRD 2082719

  • Edward Zhu

    ManagerCRD 5915590

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