SP Funds Management LLC manages private investment funds and acts as a sub-advisor to several exchange-traded funds. The firm focuses on long-term fundamental analysis, primarily utilizing mutual funds, real estate funds including real estate investment trusts, and exchange-traded funds. Because the firm exclusively manages private funds and acts as a sub-advisor rather than managing individual retail accounts, individual investors cannot open direct personal portfolios or impose custom restrictions. Fees and minimum investments for the private funds are detailed in each fund's specific offering documents.
Assets Under Management$10M
Clients2
AdvisorsN/A
Avg. per Client$5.1M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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