SPP MANAGEMENT SERVICES, LLC

RIASEC RegisteredEst. 2016
Total AUM
$624M
Discretionary
$624M
100% of AUM
Avg account
$21.5M
Accounts
29
Employees
23
Advisory reps
3

Firm details

Headquarters
Charlotte, North Carolina
CRD number
164078
Registered since
July 19, 2016
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ROBERT CALTON

    Managing MemberCRD 1984342

  • JAMES JOHNSON

    Founding PartnerCRD 2279676

  • Christopher Cotton

    Operating OfficerCRD 6626204

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth