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| Aspiriant LLC
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|---|---|
| CRD # | 146720 |
| SEC # | 801-68987 |
| CIK # | 0001172799, 0001554147, 0001534881, 0001503245, 0001377633, 0001433541, 0001670849, 0001698385 |
| AUM | 18.05 B (2026-05-01) |
| Employees | 218 (48% Investors, 0% Brokers) |
| Phone | 310-806-4000 |
| Address | 11100 Santa Monica Blvd Los Angeles, CA 90025 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Alphabet Inc | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Advanced Capital Intelligence Global Real Estate Opportunities TE LP | [2012-07-06] | 51.8 M | 8.5 M |
| Offered $500,000,000 · Filed 2015-01-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining $448,175,000 · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Advanced Capital Intelligence Global Capital Opportunities Cayman Ltd | [2012-03-29] | 50.1 M | 8.0 M |
| Filed 2017-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Advanced Capital Intelligence Global Income Opportunities Fund LP | [2012-03-29] | 346.0 M | 325.5 M |
| Filed 2015-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Advanced Capital Intelligence Global Real Estate Opportunities Cayman Ltd | [2012-03-29] | 47.4 M | 36.9 M |
| Filed 2011-03-11 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Global Capital Opportunities LP | [2012-03-29] | 168.9 M | 152.2 M |
| Filed 2020-03-02 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Global Real Estate Opportunities LP | 2012-03-29 | 166.3 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 627 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,683 | 16.6 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 13 | 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 | 12,173 | 18.0 |
| By Discretionary | ||
| Discretionary | 8,276 | 14.7 |
| Non-Discretionary | 3,897 | 3.4 |
| Total | 12,173 | 18.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.0 | |
| Total | 12,173 | 18.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Allen | Executive Officer | 65 | 3 | |
| Jason Thomas | Director, Executive Officer | 17 | 3 | |
| Kenneth Anderson | Director | 46 | 2 | |
| Michael Kossman | Director, Executive Officer | 25 | 2 | |
| Thomas Tracy | Executive Officer | 24 | 2 | |
| Marc Primiani | Executive Officer | 23 | 2 | |
| Robert Francais | Executive Officer | 23 | 2 | |
| Karen Blodgett | Director | 22 | 2 | |
| Bret Magpiong | Director, Executive Officer | 21 | 2 | |
| Carl Forster | Director, Executive Officer | 20 | 2 | |
| Timothy Reynolds | Director | 17 | 2 | |
| Robert Wagman | Executive Officer | 15 | 2 | |
| Lorraine Fox | Director | 13 | 2 | |
| Mark Petrie | Director | 13 | 2 | |
| Neil Hokanson | Director | 12 | 2 | |
| Brett Gookin | Director | 10 | 2 | |
| Gregory Schick | Director | 7 | 2 | |
| Michael Fitzhugh | Director | 6 | 2 | |
| Paul Nikolai | Director | 5 | 2 | |
| Michael Weisman | Director | 5 | 2 | |
| Aspiriant Holdings S2 LLC | Executive Officer | 5 | 2 | |
| Aspiriant Holdings LLC | Executive Officer | 5 | 2 | |
| Advanced Capital Intelligence LLC | Executive Officer | 5 | 2 | |
| Jennifer Kenning | Director | 5 | 2 | |
| Marc Castellani | Executive Officer | 4 | 2 | |
| Aspiriant LLC | Executive Officer | 4 | 2 | |
| Kenneth Gott | Executive Officer | 4 | 2 | |
| Aspiriant Holdings Corporation | Executive Officer | 4 | 2 | |
| Stephen Kochis | Director | 3 | 2 | |
| Tim Kochis | Director | 3 | 2 | |
| Douglas Hendrickson | Executive Officer | 3 | 2 | |
| Aspiriant Holdings S3 LLC | Executive Officer | 3 | 2 | |
| David Grecsek | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001172799] | |
| D | [0001172799] | |
| 13F-HR | [0001377633] | |
| 13F-HR | [0001433541] | |
| D | [0001433541] | |
| D | [0001554147] | |
| D | [0001670849] | |
| D | [0001698385] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $4.9B |
| Clients | 24 |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity, Real Estate |
| LEI | 254900XPQUS29SJOSE06 |
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