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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2022
- Office Locations
- 2
Office Locations
About SP Asset Management LLC
SP Asset Management is a Cupertino, CA RIA providing private-wealth portfolio management and integrated planning (estate, tax, and financial planning) for entrepreneurs, founders, innovators, and executives. Its investment approach emphasizes fundamental analysis and balanced asset allocation focused on principal protection and long-term purchasing power. Planning work includes cross-border estates and stock-option/QSBS tax strategies. Custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SANDEEP MADHAVLAL PANDYA
Chief Executive Officer
- CRD
- #2578444
- Ownership
- 75% or more
PARUL SANDEEP PANDYA
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
Lucas Andrew Mosher
--
- CRD
- #6597693
RAZVAN CHRISTIAN RAICU JR.
--
- CRD
- #5718197
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,466,069,229 | $1,973,175 |
| Non-Discretionary | $429,306,137 | $2,787,702 |
| Total | $1,895,375,366 | $2,113,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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