RIA Intelligence

SP ASSET MANAGEMENT LLC

CRD #323369 SEC #801-126698 CUPERTINO, CA 408-257-7711
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$1.3B
Employees
3
Clients
101
Accounts
808

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PANDYA, MIHIR, SANDEEPITRUSTEENA Control
PANDYA, RUCHI, SANDEEPITRUSTEENA Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEPICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEPICHIEF COMPLIANCE OFFICERE Control
PANDYA, SANDEEP, MADHAVLALICHIEF EXECUTIVE OFFICERE Control
PANDYA, SANDEEP, MADHAVLALICHIEF COMPLIANCE OFFICERE Control
MP IRREVOCABLE TRUST DATED MARCH 29, 2025DEOWNERA
MP IRREVOCABLE TRUST DATED MARCH 29, 2025DEOWNERA
PANDYA, PARUL, SANDEEPIOWNERA
Pandya, ParulIOWNERA
Pandya, ParulIOWNERA
RP IRREVOCABLE TRUST DATED MARCH 29, 2025DEOWNERA
RP IRREVOCABLE TRUST DATED MARCH 29, 2025DEOWNERA

Registrations

Federal

IA
May 14, 2025 REGISTERED

Notice Filings (3)

CA NY TX

Address

20380 TOWN CENTER LANE
STE 205
CUPERTINO, CA 95014
United States
Phone: 408-257-7711