SPP MANAGEMENT SERVICES, LLC
CRD #164078 SEC #801-108102 CHARLOTTE, NC 704-654-3400
SEC Registered Private Funds
Total AUM
$546M
Discretionary
$546M
Employees
20
Clients
--
Accounts
26
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $546M | $546M | $0 | 20 | 0 |
| Apr 2024 | $503.8M | $503.8M | $0 | 20 | 0 |
| Mar 2024 | $503.8M | $503.8M | $0 | 20 | 0 |
| May 2023 | $440.1M | $440.1M | $0 | 18 | 0 |
| Mar 2023 | $439.8M | $439.8M | $0 | 18 | 0 |
| Sep 2022 | $358M | $358M | $0 | 18 | 0 |
| Mar 2022 | $358M | $358M | $0 | 18 | 0 |
| Mar 2021 | $380.6M | $380.6M | $0 | 16 | 0 |
| Apr 2020 | $360.4M | $360.4M | $0 | 15 | 0 |
| Mar 2020 | $360M | $360M | $0 | 15 | 0 |
| May 2019 | $370.5M | $370.5M | $0 | 14 | 0 |
| Mar 2019 | $370.5M | $370.5M | $0 | 14 | 0 |
| Nov 2018 | $122.6M | $122.6M | $0 | 12 | 0 |
| May 2018 | $122.6M | $122.6M | $0 | 12 | 0 |
| Mar 2018 | $131.7M | $131.7M | $0 | 12 | 0 |
| May 2017 | $150.5M | $150.5M | $0 | 11 | 1 |
| Mar 2017 | $149.7M | $149.7M | $0 | 11 | 1 |
| Aug 2016 | $154.9M | $154.9M | $0 | 10 | 1 |
| Jun 2016 | $154.9M | $154.9M | $0 | 10 | 1 |
DateMar 2025
Total AUM$546M
Discretionary$546M
Non-Disc.$0
Employees20
Clients0
DateApr 2024
Total AUM$503.8M
Discretionary$503.8M
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$503.8M
Discretionary$503.8M
Non-Disc.$0
Employees20
Clients0
DateMay 2023
Total AUM$440.1M
Discretionary$440.1M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$439.8M
Discretionary$439.8M
Non-Disc.$0
Employees18
Clients0
DateSep 2022
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees18
Clients0
DateMar 2021
Total AUM$380.6M
Discretionary$380.6M
Non-Disc.$0
Employees16
Clients0
DateApr 2020
Total AUM$360.4M
Discretionary$360.4M
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees15
Clients0
DateMay 2019
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$370.5M
Discretionary$370.5M
Non-Disc.$0
Employees14
Clients0
DateNov 2018
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees12
Clients0
DateMay 2018
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees12
Clients0
DateMay 2017
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees11
Clients1
DateMar 2017
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees11
Clients1
DateAug 2016
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees10
Clients1
DateJun 2016
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees10
Clients1