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Structured Portfolio Management, L.L.C

Structured Portfolio Management, L.L.C

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on July 13, 2017
    • $7.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 18
      Accounts
    • $401.9M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

0

There are no advisors from this firm to display at this time.

Affiliated Investment Advisors and Broker Dealers

Name Type Total Assets
Spm Iii, L.L.C. IAR $465,166,907
Spm Products, L.L.C. IAR $738,549,776
Structured Servicing Transactions Group, L.L.C. -- --

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Timothy John Yves Roberts Managing Director (Spm Iii) March, 2011 5% to 10%
    Angela Wu Chief Financial Officer (Spm, Spm Products, Spm Iii) March, 2017 less than 5%
    Kenneth Dale Cron Chief Executive Officer (Spm, Spm Iii, Spm Products) April, 2017 less than 5%
    Marc Holtz Chief Risk Officer (Spm, Spm Products, Spm Iii) October, 2008 less than 5%
    William Leong Mok Managing Director/Chief Investment Officer (Spm, Spm Products, Spm Iii) February, 2003 less than 5%
    Stephen Comer Ellwood Chief Compliance Officer (Spm, Spm Iii, Spm Products) April, 2015 less than 5%
    Donald Ian Brownstein Executive Chairman (Spm, Spm Iii, Spm Products) April, 2017 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Performance-Based Fees