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Aspire Strategist Portfolios LLC

● SEC registered since 2023CRD 327902SEC# 801-128944New York, NY
Export (members)
Reg. AUM
$33.2M
Employees
5
Accounts
14
Location
New York, NY

Aspire Strategist Portfolios LLC assets under management

Aspire Strategist Portfolios LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2023. It reports $33.2 million in regulatory assets under management and employs 5 people.

Aspire Strategist Portfolios LLC owners & executives

4 reported
NameTitleOwnershipSince
Michael Gordon Thompson ControlChief Executive OfficerUnder 5%2023
Michael Lamoly ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2023
Vela Azure Holdings LLC ControlManaging MemberOver 75%2023
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Frequently asked questions

How much does Aspire Strategist Portfolios LLC manage?

Aspire Strategist Portfolios LLC reports $33.2 million in regulatory assets under management on its Form ADV.

How many employees does Aspire Strategist Portfolios LLC have?

Aspire Strategist Portfolios LLC reports 5 employees.

Where is Aspire Strategist Portfolios LLC located?

Aspire Strategist Portfolios LLC is based in New York, NY and has been SEC-registered since 2023.

Does Aspire Strategist Portfolios LLC disclose fund performance?

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

Contact & registration

Address99 Wall Street Suite 1448, New York, NY 10005
Phone212 292 3177
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$54K
Non-discretionary$33.2M
Total (RAUM)$33.2M