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Aspect Partners, LLC

● SEC registered since 2022CRD 307273SEC# 801-126851Fairfax, VA
Export (members)
Reg. AUM
$351.9M
Employees
8
Accounts
947
Location
Fairfax, VA

Aspect Partners, LLC assets under management

Aspect Partners, LLC is an investment advisory firm registered with the SEC based in Fairfax, VA. The firm has been registered since 2022. It reports $351.9 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/10319551/admin/feed/postsView on SEC.gov ↗

Aspect Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Bard Daniel Malovany ControlOwner & PrincipalOver 75%2022
Lindsey Andrea Vardi ControlChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Aspect Partners, LLC manage?

Aspect Partners, LLC reports $351.9 million in regulatory assets under management on its Form ADV.

How many employees does Aspect Partners, LLC have?

Aspect Partners, LLC reports 8 employees.

Where is Aspect Partners, LLC located?

Aspect Partners, LLC is based in Fairfax, VA and has been SEC-registered since 2022.

Does Aspect Partners, LLC disclose fund performance?

Aspect Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8500 Executive Park Ave, Suite 400, Fairfax, VA 22031
Phone703-916-8400
Office hours9a.m. - 5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$348.3M
Non-discretionary$3.6M
Total (RAUM)$351.9M