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SP INVESTMENTS MANAGEMENT GROUP

Business and Investment Profile

The SP INVESTMENTS MANAGEMENT GROUP is a privately held investment adviser that advises $101.09mn in regulatory assets under management held in 3 SEC fund types across 3 investment strategies. SP INVESTMENTS MANAGEMENT GROUP is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets decreased by 56.63% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 14.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 150 S. PINE ISLAND ROAD SUITE 388, PLANTATION, FLORIDA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Asset Profile

Their $101.09mn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $101.09mn or 100% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Traditional LBO, FI/Credit - Diverse and Quantitative Trading, representing 79.54%, 12.61% and 7.85% of total assets, respectively.

Client Profile

They advise Private Equity Fund fund type.

Service Provider Profile

The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $12.75mn in assets.

Fee Profile

The Group does not disclose any type of fee.

Sub-Advisers

SP INVESTMENTS MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SP INVESTMENTS MANAGEMENT GROUP

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Keywords: SP Investments Management Group, Collective Asset Management, Collective
Generated 2026-09-12T06:53:33.2520576.  © 2026 Convergence.