|
⚲
|
| Aspiring Ventures LLC
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|
|
|---|---|
| CRD # | 282891 |
| SEC # | 801-131585 |
| CIK # | 0001738640 |
| AUM | $569.5 M (2026-06-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 513-703-2100 |
| Address | 8044 Montgomery Road Cincinnati, OH 45236 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 185.4 | ||
| Nvidia Corp | 27.7 | ||
| MicroStrategy Inc | 23.9 | ||
| ASML Holding NV | 7.2 | ||
| MicroStrategy Inc | 5.8 | ||
| Microsoft Corp | 5.6 | ||
| Amazon Com Inc | 5.5 | ||
| DMY Technology Group Inc IV | 5.1 | ||
| Apple Inc | 3.8 | ||
| Alphabet Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 9.8 |
| (b) Individuals (high net worth individuals) | 113 | 545.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 13.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 569.5 |
| By Discretionary | ||
| Discretionary | 553 | 568.2 |
| Non-Discretionary | 16 | 1.3 |
| Total | 569 | 569.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 569.5 | |
| Total | 569 | 569.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001738640] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.6 |
|
Tallwoods Partners LLC
✚
|
IL | 0.6 |
|
Potentia RIA LLC
✚
|
CA | 0.6 |
|
Gilliland Jeter Wealth Management LLC
✚
|
AR | 0.6 |
|
ACT Wealth Management LLC
✚
|
TX | 0.6 |
|
Freedom Investment Management Inc
✚
|
CT | 0.6 |
|
BR Capital Advisors LLC
✚
|
FL | 0.6 |
|
FCG Investment Company
✚
|
TN | 0.6 |
|
Scissortail Wealth Management LLC
✚
|
OK | 0.6 |
|
Seed Planning Group LLC
✚
|
NY | 0.6 |