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| Happy Holidays!! thanks for using AUM13F!! |
| Aspiriant LLC
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| CRD # | 146720 |
| SEC # | 801-68987 |
| CIK # | 0001534881, 0001698385, 0001433541, 0001503245, 0001172799, 0001670849, 0001377633, 0001554147 |
| AUM | $15.5 B (2025-06-05) |
| Employees | 212 (46% Investors, 0% Brokers) |
| Phone | 310-806-4000 |
| Address | 11100 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Advanced Capital Intelligence Global Real Estate Opportunities TE LP | [2012-07-06] | 51.9 | 8.5 |
| PE | Advanced Capital Intelligence Global Capital Opportunities Cayman Ltd | [2012-03-29] | 50.1 | 8.0 |
| Other | Advanced Capital Intelligence Global Income Opportunities Fund LP | [2012-03-29] | 346.0 | 325.5 |
| RE | Advanced Capital Intelligence Global Real Estate Opportunities Cayman Ltd | [2012-03-29] | 47.4 | 36.9 |
| PE | Global Capital Opportunities LP | [2012-03-29] | 168.9 | 152.2 |
| RE | Global Real Estate Opportunities LP | 2012-03-29 | 166.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 614 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,563 | 14.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 15 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 29 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 11,731 | 15.5 |
| By Discretionary | ||
| Discretionary | 7,952 | 12.5 |
| Non-Discretionary | 3,779 | 3.0 |
| Total | 11,731 | 15.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.5 | |
| Total | 11,731 | 15.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| John Allen | 64 | |||
| Kenneth Anderson | 46 | |||
| Michael Kossman | 25 | |||
| Thomas Tracy | 24 | |||
| Marc Primiani | 23 | |||
| Robert Francais | 23 | |||
| Karen Blodgett | 22 | |||
| Bret Magpiong | 21 | |||
| Carl Forster | 20 | |||
| Timothy Reynolds | 17 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001172799] | |
| D | [0001172799] | |
| 13F-HR | [0001377633] | |
| 13F-HR | [0001433541] | |
| D | [0001433541] | |
| D | [0001554147] | |
| D | [0001670849] | |
| D | [0001698385] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Brighton Jones LLC
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|
WA | 15.0 |
|
Stanhope Capital LLP
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|
14.1 | |
|
Ballentine Partners LLC
✚
|
MA | 12.0 |
|
MainStreet Investment Advisors LLC
✚
|
IL | 5.4 |
|
Quadrant Capital Group LLC
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|
OH | 4.7 |
|
Eversource Wealth Advisors LLC
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|
AL | 4.0 |
|
Venturi Wealth Management LLC
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|
TX | 3.2 |
|
Pasadena Private Wealth LLC
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|
CA | 1.3 |
|
Bluepointe Capital Management LLC
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|
CA | 0.8 |
|
Swan Capital LLC
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|
0.3 |