Aspiriant LLC

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Assets, Funds, Holdings

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Aspiriant LLC
CRD #146720
SEC #801-68987
CIK #1554147, 1670849, 1377633, 1433541, 1172799
AUM $11.7 BB (85% Disc, 100% US)
Employees155 (55% Investors, 0% Brokers)
Phone310-806-4000
Address11100 Santa Monica Blvd
Los Angeles, CA 90025
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
ACWV 46.9
MLPI 40.0
IVV 22.2
IUSV 19.9
SPY 17.0
VNQI 13.8
VNQ 12.7
VOO 12.2
VIG 11.5
VEU 11.5
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
RE Advanced Capital Intelligence Global Real Estate Opportunities TE LP 2016-01-15external
51.9
8.5
PE Advanced Capital Intelligence Global Capital Opportunities Cayman Ltd 2009-03-13external
50.1
8.0
Other Advanced Capital Intelligence Global Income Opportunities Fund LP 2009-03-13external
346.0
325.5
RE Advanced Capital Intelligence Global Real Estate Opportunities Cayman Ltd 2009-03-13external
47.4
36.9
PE Global Capital Opportunities LP 2009-03-13external
163.9
122.4
RE Global Real Estate Opportunities LP
163.3
View All
Fund Directors # Filings # Firms 2011-2019
John Allen 5 2
Michael Kossman 5 1
Bret Magpiong 4 1
Jason Thomas 4 1
Robert Wagman 3 1
Karen Blodgett 3 1
Marc Primiani 3 1
Robert Francais 3 1
Aspiriant Holdings S2 LLC 3 1
Michael Weisman 3 1
Comparable Firms State AUM ($BB)
Brighton Jones LLC
WA
5.3
TCG Advisors LP
TX
2.8
True Capital Management LLC
CA
1.0
Quadrant Capital Group LLC
OH
0.8