Sp Investments Management, LLC
Sp Investments Management, LLC (CRD# 157659) is a financial advisory firm headquartered in Menlo Park, CA. They manage $95,465,188 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management95MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$47,732,594
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Steven Gold (CRD# 2437718) is an Investment Advisor Representative working at Sp Investments Management, LLC in Menlo Park, CA and has over 18 years of experience in the finance industry.
Charles Christofilis (CRD# 1518196) is an Investment Advisor Representative working at Sp Investments Management, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.