Aspire Strategist Portfolios LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $97M in regulatory assets under management, 5 employees, 5 offices, and 423 accounts.
Assets Under Management
$97M
Employees
5
Offices
5 offices
Total Clients
6
Primary office
NEW YORK, NY
99 WALL STREET SUITE 1448, NEW YORK, NY, United States
Top client segmentPROPRIETARY ACCOUNTS represent 83.3% of total clients.
Top client categories% of clientsClients
1
PROPRIETARY ACCOUNTS
83.3%
5
2
Other Advisers
16.7%
1
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$97Mas of March 24, 2026
Discretionary0.1%
$62K
0% of total RAUM0.1%
Non-discretionary99.9%
$97M
100% of total RAUM99.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$97M
Total Accounts423
10Y AUM Change+$97M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee1:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.