SP Asset Management is a fund manager in Cupertino with $1.44 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
770385520
SEC advisor number
801-126698
FINRA CRD number
323369
AUM ?
$1.07 bn
(as of 31 Jan 23)
Accounts
663
(as of 31 Jan 23)
Employees
2
(2 investment advisory or research)
Address
SP Asset Management
20380 TOWN CENTER LANE, SUITE 205
CUPERTINO
CA 95014
20380 TOWN CENTER LANE, SUITE 205
CUPERTINO
CA 95014
Phone
4082577711
Ownership
Fund structure | AUM | Fund type |
---|---|---|
SP Asset Management | $1.44 bn | |
SP- Accolade SPV, LP | Other Private Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21
13F-HR
Quarterly holdings report by institutional manager
28 Jul 21
13F-HR
Quarterly holdings report by institutional manager
5 May 21
13F-HR
Quarterly holdings report by institutional manager
8 Feb 21
13F-HR
Quarterly holdings report by institutional manager
6 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20