Spur Capital Partners, LLC (Bartlesville)

Name: Spur Capital Partners, LLC
Address: 2370 Nowata Place, Bartlesville, OK, 74006
Telephone: 918-331-3800

Spur Capital Partners, LLC is a large advisory firm based in Bartlesville. It manages $763.91 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Oklahoma.

Spur Capital Partners provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Spur Capital Partners: assets under management

The assets under management (AUM) of Spur Capital Partners, LLC is $763.91 million. The firm's AUM has grown by 2147% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Spur Capital Partners has custody of $7.37 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Spur Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Paul Gompers serves?

The only and largest group of clients of Paul Gompers is pooled investment vehicles with 6 clients and $763.91 million of assets under management. Among the 9 most similar advisory firms, Spur Capital Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $763.91 million for 6 clients. None of the firm’s clients are foreign persons or businesses.

Spur Capital Partners also advises several private funds. Namely, six venture capital funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $500,000.

Careers at Spur Capital Partners, LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Paul Gompers has been acting as President since 1 Jul 2001. Teresa Rene' Hightower joined the executive team most recently as the Chief Financial Officer And Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Douglas Fetsch	Managing director	1 Jul 2001	25% - 50%	1712008
Paul Gompers	Director	1 Jul 2001	Other	4386002
Childs Bradford Kelly	Managing director	1 Jul 2001	25% - 50%	2440649
Joan Conniff Heidorn	Managing director	1 Jul 2001	Other	3154424
Joan Heidorn	Managing director	1 Jul 2001	Other	3154424
Teresa Rene' Hightower	Chief financial officer and chief compliance officer	1 Mar 2008	Other	5512738

Based in Bartlesville

The principal office where Spur Capital Partners, LLC performs its advisory services is located at 2370 Nowata Place, Bartlesville, OK 74006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-331-3800 or by fax 918-331-3848. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at spurcap.com.