Spp Management Services, Llc
- Regulatory AUM
- $624M
- Discretionary
- $624M
- Clients
- 29
- Avg AUM / client
- $21.5M
- Accounts
- 29
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 29 | $624M | 100.0% |
Private funds (9)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $504M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Summit Park Iv, Lp | Private Equity Fund | Delaware | $236M | 30 |
| Summit Park Iii, Lp | Private Equity Fund | Delaware | $188M | 24 |
| Summit Park Iii B, Lp | Private Equity Fund | Delaware | $44.9M | 7 |
| Summit Park Ii, L.P. | Private Equity Fund | Delaware | $23.9M | 12 |
| Summit Park I A, L.P. | Private Equity Fund | Delaware | $4.2M | 4 |
| Spen 2021 Co Invest, Llc | Other Private Fund | Delaware | $3.4M | 9 |
| Spen 2019 Co Invest A, Llc | Other Private Fund | Delaware | $1.8M | 10 |
| Spen 2020 Co Invest, Llc | Other Private Fund | Delaware | $1.2M | 9 |
| Spen 2022 Co Invest, Llc | Other Private Fund | Delaware | $954K | 8 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Calton, Robert, George | Manager (Of Registrant) | Jul 2006 (20y) | 50% – 75% | |
| Johnson, James, Leo | Manager (Of Registrant) | Jul 2006 (20y) | 50% – 75% | |
| Cotton, Christopher, Keith | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (9, $504M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Summit Park Iv, Lp | Private Equity Fund | $236M | $2.3M | 30 |
| Summit Park Iii, Lp | Private Equity Fund | $188M | $5.0M | 24 |
| Summit Park Iii B, Lp | Private Equity Fund | $44.9M | $5.0M | 7 |
| Summit Park Ii, L.P. | Private Equity Fund | $23.9M | $5.0M | 12 |
| Summit Park I A, L.P. | Private Equity Fund | $4.2M | $100K | 4 |
| Spen 2021 Co Invest, Llc | Other Private Fund | $3.4M | $50.0K | 9 |
| Spen 2019 Co Invest A, Llc | Other Private Fund | $1.8M | $100K | 10 |
| Spen 2020 Co Invest, Llc | Other Private Fund | $1.2M | $50.0K | 9 |
| Spen 2022 Co Invest, Llc | Other Private Fund | $954K | $50.0K | 8 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 6.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗