Overview
SPP Management Services, LLC (“Summit Park,” the “Firm,” “we,” “us” or “our”), a Delaware
limited liability company, is a private equity firm formed in July 2006 to provide investment
advisory services to private investment funds. The firm is wholly owned by its two most senior
investment professionals, Robert G. Calton III and James L. Johnson.
Summit Park offers investment advisory services to its clients directly and indirectly through the
following related persons of the Firm, each of which is under common control with Summit
Park: SPP Investments General Partner, LLC, SPP Investments General Partner II, LLC, SPP
Investments General Partner III, LLC, and SPP Investments General Partner IV, LLC.
We advise privately offered pooled investment vehicles (“Summit Park Funds” or “Funds”) that
are exempt from registration under the Investment Company Act of 1940, as amended (the “1940
Act”), and whose securities are not registered under the Securities Act of 1933, as amended (the
“Securities Act”). The Funds’ investors are comprised of sophisticated institutional investors,
pension plans, endowments and foundations, other business entities,
and high-net worth
individuals. The Funds’ investment strategies focus on lower middle market companies, with a
particular attention to manufacturing, distribution, and business services.
The advisory services that Summit Park provides the Funds include, but are not limited to,
identifying and screening potential investments, executing acquisitions and dispositions of
investments, monitoring the performance of portfolio companies, and managing investor
relations and financial reporting.
It is Summit Park’s goal to provide individualized treatment to each client and, accordingly,
investments made by Summit Park on behalf of each Fund are dependent upon the investment
objectives of the respective Fund and are set forth in each Fund’s governing documents. Summit
Park’s investment advice and investment authority is tailored to and limited to that which is
permitted under each Fund’s governing documents.
As of December 31, 2023, Summit Park managed approximately $503 million in client assets on
a discretionary basis and did not manage any client assets on a non-discretionary basis. Summit
Park does not participate in wrap fee programs.