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| SPP Management Services LLC
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| CRD # | 164078 |
| SEC # | 801-108102 |
| CIK # | |
| AUM | 623.6 M (2026-03-27) |
| Employees | 23 (83% Investors, 0% Brokers) |
| Phone | 704-654-3400 |
| Address | 300 South Tryon Street Charlotte, NC 28202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | SP DXE Co-Investment Blocker LP | 2026-03-27 | 0.4 M | |
| Other | SP DXE Investors LLC | 2026-03-27 | 23.6 M | |
| Other | SP FGT Investors IV LLC | 2026-03-27 | 4.0 M | |
| Other | Parkline SP Investors LLC | 2025-03-27 | 0.0 M | |
| Other | SP ASPC Investors LLC | 2025-03-27 | ||
| Other | SP CS Investors LLC | 2025-03-27 | 30.1 M | |
| Other | SP EA Investors II LLC | 2025-03-27 | 0.0 M | |
| Other | SP EA Investors LLC | 2025-03-27 | 0.0 M | |
| Other | SP EA&W LLC | 2025-03-27 | ||
| Other | SP ELS Co-Investment Blocker LP | 2025-03-27 | 3.4 M | |
| Other | SP ELS Investors II LLC | 2025-03-27 | 0.5 M | |
| Other | SP ELS Investors LLC | 2025-03-27 | 2.4 M | |
| Other | SP FGT Investors III LLC | 2025-03-27 | 0.0 M | |
| Other | SP FGT Investors II LLC | 2025-03-27 | 2.0 M | |
| Other | SP H Parent HoldCo LLC | 2025-03-27 | 2.0 M | |
| Other | SP L2 Investors II LLC | 2025-03-27 | 0.3 M | |
| Other | SP L2 Investors LLC | 2025-03-27 | 0.0 M | |
| Other | SP MWM Co-Investment Blocker LP | 2025-03-27 | 14.5 M | |
| Other | SP MWM Investors LLC | 2025-03-27 | 31.4 M | |
| Other | SP USS Co-Investment Blocker LP | 2025-03-27 | 17.4 M | |
| PE | Summit Park III B LP | [2025-03-27] | 128.0 M | 27.9 M |
| Filed 2018-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | SPEN 2022 Co-Invest LLC | 2024-03-28 | 1.0 M | |
| Other | SPEN 2021 Co Invest LLC | 2023-03-31 | 0.5 M | |
| PE | Summit Park IV LP | [2023-03-31] | 56.4 M | 306.8 M |
| Filed 2014-09-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | SPEN 2019 Co-Invest A LLC | 2022-03-31 | 1.8 M | |
| Other | SPEN 2020 Co-Invest LLC | 2022-03-31 | 0.6 M | |
| PE | Summit Park III B LP | [2021-03-30] | 128.0 M | 44.9 M |
| Filed 2018-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Park III LP | [2019-03-29] | 128.0 M | 131.6 M |
| Filed 2018-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Summit Park II LP | [2015-03-25] | 56.4 M | 21.2 M |
| Filed 2014-09-15 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | NSI Summit Park Investors LLC | [2014-03-12] | 12.5 M | 20.7 M |
| Offered $12,500,000 · Filed 2011-06-28 (D) · Exemption 506 · Minimum $34,571 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Control 3 Common Investors LLC | [2012-04-24] | 12.5 M | 23.8 M |
| Offered $12,500,000 · Filed 2011-06-28 (D) · Exemption 506 · Minimum $34,571 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Parkline SP Investors LLC | 2012-04-24 | 2.4 M | |
| PE | SPP Investments LLC | 2012-04-24 | 0.1 M | |
| PE | Summit Park I-A LP | [2012-04-24] | 11.5 M | 0.0 M |
| Filed 2012-04-24 (D) · Exemption 506 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 29 | 623.6 |
| (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 | 29 | 623.6 |
| By Discretionary | ||
| Discretionary | 29 | 623.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29 | 623.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.6 | |
| Total | 29 | 623.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Johnson Jr | Director, Executive Officer | 26 | 3 | |
| Robert Calton III | Director, Executive Officer | 6 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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