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Sp Funds registers with the SEC (Lake Mary, FL)
New SEC-registered adviser · CRD 340522 · 801-137056 · effective 2026-08-10
Effective 2026-08-10. 2 employees (1 advisory), $10M regulatory AUM across 2 accounts. Advises private funds. Notice-filed in FL. Limited Liability Company (FL).
Advises private fundsHas custodyPerformance fees
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Fund administration & audit
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance