Aspire Strategist Portfolios LLC

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Assets, Funds, Holdings

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Aspire Strategist Portfolios LLC
CRD #327902
SEC #801-128944
CIK #
AUM 97.3 M (2026-03-24)
Employees 5 (60% Investors, 0% Brokers)
Fees
Minimum
Phone212-292-3177
Address99 Wall Street Suite 1448
New York, NY 10005
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
1008060402002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 1 62.2
(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 5 35.1
Total 423 97.3
By Discretionary
Discretionary 9 0.1
Non-Discretionary 414 97.2
Total 423 97.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 97.3
Total 423 97.3
Firm Profile (Form ADV)
Clients1
ServesInstitutional
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