|
⚲
|
| SP Partners
✚
|
|
|---|---|
| CRD # | 161483 |
| SEC # | 801-73613 |
| CIK # | |
| AUM | $27.5 MM (2023-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 908-735-0448 |
| Address | 42 Main Street Clinton, NJ 08809-2634 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Sigma Partners L P | [2012-02-14] | 36.0 | 23.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 23.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 27.5 |
| By Discretionary | ||
| Discretionary | 1 | 23.6 |
| Non-Discretionary | 2 | 3.8 |
| Total | 3 | 27.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.5 | |
| Total | 3 | 27.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Michael Young | 50 | ||
| Marvin Lesser | 3 | ||
| T Richard Spoor | 2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Spoor Behrins Campbell & Young Securities Corp
✚
|
NJ | 0.2 |
|
SP Partners
✚
|
NJ | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Liberty Park Capital Management LLC
✚
|
TX | 0.0 |
|
Torshen Capital Management LLC
✚
|
IL | 0.0 |
|
Charles Lane Capital LLC
✚
|
NY | 0.0 |
|
Pricap Advisors LLC
✚
|
NY | 0.0 |
|
Glenville Capital Management LLC
✚
|
NY | 0.0 |
|
Aurora Capital Management LLC
✚
|
NY | 0.0 |
|
The Future Fund LLC
✚
|
IL | 0.0 |
|
Rhizome Capital Management LLC
✚
|
NY | 0.0 |
|
Thinkshop Advisors LLC
✚
|
NY | 0.0 |
|
Stewart Asset Management LLC
✚
|
NY | 0.0 |