SP INVESTMENTS MANAGEMENT, LLC
CRD #157659 SEC #801-76627 SAN FRANCISCO, CA (800) 279-7754
SEC Registered Private Funds
Total AUM
$195.2M
Discretionary
$195.2M
Employees
8
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2020 | $9.4M | $0 | $9.4M | 1 | 0 |
| May 2020 | $195.2M | $195.2M | $0 | 8 | 2 |
| Mar 2020 | $195.2M | $195.2M | $0 | 8 | 2 |
| Feb 2020 | $199.9M | $199.9M | $0 | 7 | 1 |
| Aug 2019 | $191.4M | $191.4M | $0 | 8 | 1 |
| Apr 2019 | $162.8M | $162.8M | $0 | 8 | 1 |
| Mar 2019 | $162.8M | $162.8M | $0 | 8 | 1 |
| Jan 2019 | $143.5M | $143.5M | $0 | 10 | 1 |
| Oct 2018 | $132.6M | $132.6M | $0 | 9 | 1 |
| Jul 2018 | $121.3M | $121.3M | $0 | 11 | 1 |
| Mar 2018 | $102.3M | $102.3M | $0 | 7 | 1 |
| Feb 2018 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Dec 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Oct 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Aug 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Aug 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| May 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Apr 2017 | $95.5M | $77.9M | $17.6M | 8 | 1 |
| Feb 2017 | $97M | $78M | $19M | 8 | 1 |
| Dec 2016 | $88.8M | $67.6M | $21.2M | 7 | 1 |
| Nov 2016 | $88.8M | $67.6M | $21.2M | 7 | 1 |
| Mar 2016 | $88.8M | $67.6M | $21.2M | 7 | 1 |
| Jun 2015 | $72.7M | $50.1M | $22.7M | 7 | 1 |
| Mar 2015 | $56.2M | $31.2M | $25M | 7 | 1 |
| Jan 2015 | $43M | $18M | $25M | 7 | 1 |
| May 2014 | $1.7M | $1.7M | $0 | 5 | 1 |
| May 2014 | $1.7M | $1.7M | $0 | 5 | 1 |
| Mar 2014 | $1.7M | $1.7M | $0 | 5 | 1 |
| Jan 2014 | $1.3M | $1.3M | $0 | 5 | 1 |
| Aug 2013 | $1.3M | $1.3M | $0 | 5 | 11 |
| Mar 2013 | $1.3M | $1.3M | $0 | 5 | 11 |
| Sep 2012 | $176.5M | $176.5M | $0 | -- | 11 |
| Jun 2012 | $176.5M | $176.5M | $0 | -- | 11 |
| Apr 2012 | $176.5M | $176.5M | $0 | -- | 11 |
DateDec 2020
Total AUM$9.4M
Discretionary$0
Non-Disc.$9.4M
Employees1
Clients0
DateMay 2020
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$195.2M
Discretionary$195.2M
Non-Disc.$0
Employees8
Clients2
DateFeb 2020
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees7
Clients1
DateAug 2019
Total AUM$191.4M
Discretionary$191.4M
Non-Disc.$0
Employees8
Clients1
DateApr 2019
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$162.8M
Discretionary$162.8M
Non-Disc.$0
Employees8
Clients1
DateJan 2019
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees10
Clients1
DateOct 2018
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees9
Clients1
DateJul 2018
Total AUM$121.3M
Discretionary$121.3M
Non-Disc.$0
Employees11
Clients1
DateMar 2018
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees7
Clients1
DateFeb 2018
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateDec 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateOct 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateAug 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateAug 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateMay 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateApr 2017
Total AUM$95.5M
Discretionary$77.9M
Non-Disc.$17.6M
Employees8
Clients1
DateFeb 2017
Total AUM$97M
Discretionary$78M
Non-Disc.$19M
Employees8
Clients1
DateDec 2016
Total AUM$88.8M
Discretionary$67.6M
Non-Disc.$21.2M
Employees7
Clients1
DateNov 2016
Total AUM$88.8M
Discretionary$67.6M
Non-Disc.$21.2M
Employees7
Clients1
DateMar 2016
Total AUM$88.8M
Discretionary$67.6M
Non-Disc.$21.2M
Employees7
Clients1
DateJun 2015
Total AUM$72.7M
Discretionary$50.1M
Non-Disc.$22.7M
Employees7
Clients1
DateMar 2015
Total AUM$56.2M
Discretionary$31.2M
Non-Disc.$25M
Employees7
Clients1
DateJan 2015
Total AUM$43M
Discretionary$18M
Non-Disc.$25M
Employees7
Clients1
DateMay 2014
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateMay 2014
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateMar 2014
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees5
Clients1
DateJan 2014
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees5
Clients1
DateAug 2013
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees5
Clients11
DateMar 2013
Total AUM$1.3M
Discretionary$1.3M
Non-Disc.$0
Employees5
Clients11
DateSep 2012
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees--
Clients11
DateJun 2012
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees--
Clients11
DateApr 2012
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees--
Clients11