|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Aspire Private Capital LLC
✚
|
|
|---|---|
| CRD # | 154116 |
| SEC # | 801-113754 |
| CIK # | 0001767340 |
| AUM | $455.7 M (2025-06-04) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 704-237-9927 |
| Address | 19410 Jetton Road Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 8.0 | ||
| Microsoft Corp | 7.0 | ||
| Nvidia Corp | 6.7 | ||
| Apple Inc | 6.3 | ||
| SPDR Gold Trust | 3.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 528 | 165.5 |
| (b) Individuals (high net worth individuals) | 182 | 289.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,701 | 455.7 |
| By Discretionary | ||
| Discretionary | 1,680 | 449.7 |
| Non-Discretionary | 21 | 6.0 |
| Total | 1,701 | 455.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 455.7 | |
| Total | 1,701 | 455.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767340] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SPG Advisors LLC
✚
|
WA | 0.5 |
|
Northern Capital Management Inc
✚
|
WA | 0.5 |
|
Stewardship Advisors LLC
✚
|
PA | 0.5 |
|
Persium Advisors LLC
✚
|
GA | 0.5 |
|
Clark Financial Services Group Inc
✚
|
MO | 0.5 |
|
Brueske Advisory Services LLC
✚
|
WA | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Wealth Advisors of Iowa LLC
✚
|
IA | 0.5 |
|
Jazz Wealth Managers Inc
✚
|
FL | 0.5 |
|
Atticus Wealth Management LLC
✚
|
FL | 0.4 |