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 a small, credit-focused registered adviser that concentrates on fixed-income strategies, with a clear emphasis on below-investment-grade corporate credit. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional clients, and it also serves as a sponsor, general partner and managing member for pooled vehicles. Its business model combines actively managed credit portfolios with alternative credit and private placement activity. Fee arrangements reported include percentage-of-AUM, fixed fees and performance-based fees, indicating the firm uses a mix of traditional advisory and incentive-aligned structures. SPP Credit Advisors is not an active ESG investor and is organized as a limited liability company; it registered with the SEC in 2021. The firm is listed as a related adviser and maintains affiliations across the industry that include broker‑dealer and insurance company links.

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

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

    Chief Operating OfficerCRD 1498788

Contacts

2 of 2
  • ROBIN BUSCH

    Managing Partner and PrincipalCRD 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

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