Aspire Growth Partners LLC

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Aspire Growth Partners LLC
✚
CRD #312063
SEC #801-120122
CIK #0002055568
AUM 1,187.2 M (2026-06-04)
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone330-239-1776
Address
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
120096072048024002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 10.2
Microsoft Corp 5.6
J P Morgan Chase & Co 3.2
Wal Mart Stores Inc 3.0
Alphabet Inc 2.6
Amazon Com Inc 2.5
Marathon Petroleum Corp 2.4
Alphabet Inc 1.8
International Business Machines Corp 1.8
Lockheed Martin Corp 1.5
View All
Holdings by Sector ($M)
15012090603002023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 619 184.2
(b) Individuals (high net worth individuals) 320 953.5
(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 14 39.7
(h) Charitable organizations 0 3.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 6.3
(n) Other 0 0.0
Total 3,152 1,187.2
By Discretionary
Discretionary 2,975 1,131.6
Non-Discretionary 177 55.6
Total 3,152 1,187.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,187.2
Total 3,152 1,187.2
EDGAR Form CIK 2011 - 2026
13F-HR [0002055568]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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