|
⚲
|
| Aspire Private Capital LLC
✚
|
|
|---|---|
| CRD # | 154116 |
| SEC # | 801-113754 |
| CIK # | 0001767340 |
| AUM | $509.7 M (2026-03-20) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 704-237-9927 |
| Address | 19410 Jetton Road Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 12.8 | ||
| Apple Inc | 9.4 | ||
| Nvidia Corp | 9.4 | ||
| Alphabet Inc | 6.5 | ||
| Microsoft Corp | 5.6 | ||
| Amazon Com Inc | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 231.3 |
| (b) Individuals (high net worth individuals) | 202 | 278.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,703 | 509.7 |
| By Discretionary | ||
| Discretionary | 1,675 | 504.9 |
| Non-Discretionary | 28 | 4.8 |
| Total | 1,703 | 509.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.7 | |
| Total | 1,703 | 509.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767340] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mattson Financial Services LLC
✚
|
MI | 0.5 |
|
Haven Wealth Group LLC
✚
|
TX | 0.5 |
|
Madison Advisory Services Inc
✚
|
NY | 0.5 |
|
Highbrook Capital Partners LLC
✚
|
GA | 0.5 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.5 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.5 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.5 |
|
Pandowealth LLC
✚
|
0.5 |