# The Spartan Group

The Spartan Group is an Asset Manager based in Greensboro, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Greensboro, United States
- **Region:** North America
- **Address:** 16 North Marengo Avenue, Suite #307, Pasadena, California 91101, United States
- **Assets under management:** Undisclosed
- **Website:** thespartangroup.com
- **LinkedIn:** https://www.linkedin.com/company/the-spartan-group-llc

## About

The Spartan Group is an SEC-registered investment adviser in Greensboro, NC, registered since 2020. It manages $384 million in assets, with $199 million on a discretionary basis. The firm has 5 employees and 4 investment advisers.

## Sectors

- Digital Marketing & Advertising
- Food & Beverage

## Offices

- Palo Alto, CA
- Tokyo, Japan
- Dubai, UAE
- San Francisco, CA
- London, UK
- Singapore
- Shanghai, China
- Taipei, Taiwan
- Shenzhen, China
- Seoul, South Korea
- Tortola, British Virgin Islands
- Beijing, China
- West Palm Beach, FL
- Hong Kong

## People

- John O. Johnson — Founding Partner
- Peter D. Morgan — Managing Director
- Juan E. Mondragón — Founding Partner
- J.R. Arano — Managing Director

## Questions

### Who runs investment decisions at The Spartan Group?

The firm’s advisory leadership is structured around four named professionals: Founding Partners John O. Johnson and Juan E. Mondragón, and Managing Directors Peter D. Morgan and J.R. Arano. The firm does not distinguish between those who originate and those who execute in its public materials, and it has not disclosed an investment committee or formal decision-making hierarchy.

### Does The Spartan Group invest its own capital or operate as an investment bank?

The Spartan Group presents itself exclusively as an advisory firm, not an investor. Its website describes transaction services including M&A advisory and capital raising for entrepreneurs and family-owned businesses, with no mention of a proprietary balance sheet, fund vehicles, or direct principal investments.

### What sectors does The Spartan Group specialize in?

Based on its published thought leadership, the firm covers digital marketing, advertising, and food and beverage. These are the only sectors for which it has released named market reports — specifically a Q1 2026 Digital Marketing & Advertising Report and a CYE 2025 Market Crunch focused on food. It has not published a formal sector taxonomy beyond those newsletters.

### How large is The Spartan Group's team?

The firm has not disclosed a total professional headcount. Its website features four senior leaders — two Founding Partners and two Managing Directors — and lists career-inquiry contact information, but no organizational chart, team page, or staffing figure is publicly available.

### Where does The Spartan Group maintain offices?

The firm lists 15 office locations spanning the United States, Asia, the Middle East, Europe, and the Caribbean: Pasadena (headquarters), Palo Alto, San Francisco, West Palm Beach, Tokyo, Singapore, Hong Kong, Shanghai, Beijing, Shenzhen, Taipei, Seoul, Dubai, London, and Tortola in the British Virgin Islands.

### Does The Spartan Group disclose assets under management or transaction volume?

No. The firm does not publish an AUM figure, aggregate deal count, or total transaction value. Because it describes itself as an investment bank rather than an asset manager, AUM is not a standard disclosure metric, but an annual or cumulative advised-transaction volume is also absent from its public materials.

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Last updated: 2026-06-03T20:00:00.000Z

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