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SP Family Office
SP Family Office opened in 2009. Its founders drew on prior roles in global private banking to create an independent advisory platform for a small number of...
SP Family Office
SP Family Office opened in 2009. Its founders drew on prior roles in global private banking to create an independent advisory platform for a small number of families. The firm allocates across public equities, fixed income, and private investments. It structures mandates as separate accounts and provides direct co-investment access when opportunities arise. Geographic reach centers on North America with clients drawn from Latin America. Confirmed team members include Portfolio Manager Luis Garcia, who has run discretionary assets since 2009. The firm lists one office at 17 E. 76th Street in New York. Carlos Peraza, listed as Partner on the site, joined Mon Capital Management LLC in 2024. No philanthropic vehicles or club memberships appear in current records. Governance rests with the remaining partners after the 2024 departure, preserving the original multi-family mandate without external fund vehicles.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Carlos J Peraza
Partner
Luis Garcia
Portfolio Manager
Jorge Suárez-Vélez
Founding Partner
Frequently asked questions
Who runs investment decisions at SP Family Office?
Luis Garcia has served as Portfolio Manager since 2009 and oversees discretionary assets. Carlos J Peraza remains listed as Partner on the firm site.
Is SP Family Office structured as a single family office or multi-family office?
It operates as a multi-family office serving Latin American and U.S. families with separate-account mandates.
What asset classes does SP Family Office deploy into?
Public equities, fixed income, and private investments form the core mix, delivered through separate accounts and co-investment access.
Where does the underlying wealth originate for SP Family Office clients?
Client wealth stems from Latin American and U.S. families; the firm itself traces its founding expertise to careers in global private banking.
How is SP Family Office related to Mon Capital Management LLC?
Co-founder Carlos Peraza joined Mon Capital Management LLC in 2024 after serving as Partner at SP Family Office.
Does SP Family Office maintain additional offices outside New York?
No additional offices are disclosed in current records.
What recent operational change occurred at SP Family Office?
Carlos Peraza departed for Mon Capital Management LLC in 2024, leaving the remaining partners to continue the multi-family mandate.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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