|
⚲
|
| Aspire Private Capital LLC
✚
|
|
|---|---|
| CRD # | 154116 |
| SEC # | 801-113754 |
| CIK # | 0001767340 |
| AUM | $296.2 MM (2023-03-20) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 704-237-9927 |
| Address | 19410 Jetton Road Cornelius, NC 28031 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 3.6 | |
| AAPL | 2,382,844.0 | 3.2 | |
| DUK | 81,378.5 | 2.4 | |
| MSFT | 1,918,222.4 | 2.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 557 | 168.0 |
| (b) Individuals (high net worth individuals) | 105 | 171.3 |
| (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 | 1,526 | 339.4 |
| By Discretionary | ||
| Discretionary | 1,471 | 334.9 |
| Non-Discretionary | 55 | 4.5 |
| Total | 1,526 | 339.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.4 | |
| Total | 1,526 | 339.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001767340] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kerntke Otto McGlone Wealth Management Group
✚
|
WI | 0.3 |
|
Wolff Wiese Magana LLC
✚
|
CA | 0.3 |
|
May Barnhard Investments LLC D/B/A MBI LLC
✚
|
MD | 0.3 |
|
Nepsis Inc
✚
|
MN | 0.3 |
|
Proctor Financial Inc
✚
|
MA | 0.3 |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 0.3 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.3 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.3 |
|
Webb Advisors Incorporated
✚
|
MN | 0.3 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.3 |