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SP ASSET MANAGEMENT LLC
CRD 323369 · SEC 801-126698
20380 TOWN CENTER LANE, STE 205, CUPERTINO, CA, 95014, United States
Phone
408-257-7711
Fax
408-904-5611
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.90B
Discretionary AUM
$1.47B
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 207 | $1.84B |
| Pooled investment vehicles | 1 | $14.3M |
| Corporations/business entities | 3 | $43.7M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD