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20380 Town Center Lane Ste 205, Cupertino, CA 95014 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-07 |
| CA | RA | APPROVED | 2023-06-22 |
| TX | RA | APPROVED | 2023-06-22 |
Branch Locations
20380 Town Center Lane Ste 205, Cupertino, CA 95014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sp Asset Management Llc | Cupertino | CA | 03/1995 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-22 |
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