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| Happy Holidays!! thanks for using AUM13F!! |
| Aspect Partners LLC
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|---|---|
| CRD # | 307273 |
| SEC # | 801-126851 |
| CIK # | 0001985284 |
| AUM | $351.9 M (2025-03-12) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 703-916-8400 |
| Address | 8500 Executive Park Ave Fairfax, VA 22031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 8.7 | ||
| iShares Comex Gold Trust | 4.2 | ||
| ETFS Gold Trust | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 53.1 |
| (b) Individuals (high net worth individuals) | 107 | 252.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 38 | 42.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 947 | 351.9 |
| By Discretionary | ||
| Discretionary | 941 | 348.3 |
| Non-Discretionary | 6 | 3.6 |
| Total | 947 | 351.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 351.9 | |
| Total | 947 | 351.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001985284] |
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