SourcingSourcing

SPP CREDIT ADVISORS II LLC

B60
CRD 323725·SEC 801-126971·NEW YORK, NY
AUM
$50.2M
$25M-$100M
Est. Revenue
$502K
@ 1% on AUM
Est. EBITDA
$151K
@ 30% margin
Est. Deal Value
$1.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SPP CREDIT ADVISORS II LLC
CRD
323725
SEC file #
801-126971
EIN
—
DBA names
—

Economics

AUM
$50.2M
AUM band
$25M-$100M
AUM trajectory
'23'26
$59.5M → $50.2M▼ -16%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
6 advisors → 6 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
sppcreditpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SPP JV HOLDCO II LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
SPP JV HOLDCO II LLC
PACA-SPP II LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SPPCREDITPARTNERS.COM
Rdap Domain Creation Date
2021-04-14T01:07:52Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Wix.com Ltd.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-14T01:07:52Z
Rdap Domain Last Changed
2026-03-15T11:16:00Z
Rdap Nameservers
Ns2.wixdns.netNs3.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
ROBIN ELLIS BUSCH
Direct Owner · 17.5%
2082719
CHARLES TODD KUMBLE
Direct Owner · 17.5%
1698925
ZHU, EDWARD, JUN
Direct Owner · 17.5%
5915590
AMY SUE LAZARUS
Executive Officer · 2.5%
1498788