SPP MANAGEMENT SERVICES, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 164078
- Registered since
- July 19, 2016
- Website
- www.summitparkllc.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SPP Management Services, LLC operates as a private equity–focused adviser that manages pooled investment vehicles for institutional clients. The firm serves primarily as sponsor and general partner, structuring and managing private funds rather than offering retail advisory services. Investment activity centers on private equity and real estate strategies, and the firm reports active ESG integration into its investment approach. Manager selection and capital deployment are executed through pooled vehicles where SPP acts as portfolio manager and managing member, and its fees combine asset-based, fixed, and performance-linked elements.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3ROBERT CALTON
Managing MemberCRD 1984342
JAMES JOHNSON
Founding PartnerCRD 2279676
Christopher Cotton
Operating OfficerCRD 6626204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 300 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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