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SPP MANAGEMENT SERVICES, LLC
CRD 164078 · SEC 801-108102
300 SOUTH TRYON STREET, SUITE 1210, CHARLOTTE, NC, 28202, United States
Phone
704-654-3400
Fax
704-927-4376
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$623.6M
Discretionary AUM
$623.6M
Team
23 total employees; 19 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $623.6M |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD