Sandeep Madhavlal Pandya

Employer firm

Sp Asset Management LLC CRD 323369

$1.90B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1995 → Present
  Sp Asset Management Llc
  Cupertino, CA

Other Businesses

Name: Pandya Insurance Services LLC Investment Related: Yes Address: 20380 TOWN CENTER LN STE 205, CUPERTINO, CA 95014 Nature of Business: Insurance Firm formed to provide Life, Health and Property and Casualty Insurance Policies and Products Title and Position: President and Owner Start Date: 09/11/2019 Approx. Hours: 4 hours per month Hours During Securities trading hours: Zero Duties: Owner of Business. General supervision of business activities. Name: SP-Accolade SPV, LP Investment Related: Yes Address: 20380 TOWN CENTER LN STE 205, CUPERTINO, CA 95014 Nature of Business: Private SPV Fund invested in Venture and Private Equity Fund of Funds for Accolade Partners Title and Position: General Partner Start Date: 04/11/2022 Approx. Hours: 8 hours per month Hours During Securities trading hours: Zero Duties: General Partner. General supervision of business activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-22

Other Names

• Sandeep Pandya