Aspiring Ventures LLC

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Aspiring Ventures LLC
CRD #282891
SEC #801-131585
CIK #0001738640
AUM $204.4 M (2025-07-16)
Employees 2 (100% Investors, 0% Brokers)
Phone513-703-2100
Address8044 Montgomery Road
Cincinnati, OH 45236
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002011201620212026
CIK Period
0001738640
Sector Form 13F Holdings Value ($M)
Tesla Motors Inc 99.6
MicroStrategy Inc 51.2
Nvidia Corp 17.3
MicroStrategy Inc 8.2
ASML Holding NV 4.9
Amazon Com Inc 3.8
Microsoft Corp 2.2
Apple Inc 2.0
Procter & Gamble Co 1.3
Palantir Technologies Inc 1.2
DMY Technology Group Inc IV 1.1
Taiwan Semiconductor Manufacturing Co Ltd 0.9
Alphabet Inc 0.8
Oracle Corp 0.6
Facebook Inc 0.5
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 21 8.9
(b) Individuals (high net worth individuals) 51 184.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 2 10.8
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 354 204.4
By Discretionary
Discretionary 343 204.2
Non-Discretionary 11 0.2
Total 354 204.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 204.4
Total 354 204.4
EDGAR Form CIK 2011 - 2025
13F-HR [0001738640]
Comparable Firms State AUM ($B)
Radix Financial LLC
0.2
Family Fiduciary Services Inc
MA 0.2
Capital Financial Group Inc
CO 0.2
Brewster Financial Planning LLC
NY 0.2
Bland Garvey Wealth Advisors LLC
TX 0.2
Lionshead Wealth Management LLC
NY 0.2
Millennial Wealth LLC
0.2
Vann Equity Management LLC
TX 0.2
Commonwealth Financial Planners Inc
GA 0.2
Pathwise Wealth Partners LLC
CA 0.2
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