ASPIRE STRATEGIST PORTFOLIOS LLC

Latest filing: Mar 24, 2025 (76 days ago)
View on IAPD
Adviser Website

AUM

$33,244,416
11% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

5
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

NEW YORK, NY
99 WALL STREET SUITE 1448, NEW YORK, NY, UNITED STATES, 10005

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $0.0
Total $0.0
Client AUM
Retail $0.0
Pooled $0.0
Institutional $0.0
Total $0.0
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $0.0
Retail SMA AUM $0.0
Institutional SMA AUM $0.0
Asset Class % AUM
Equity Exch 100% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $0.0

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

4 active

Name Title
THOMPSON, MICHAEL, GORDON CHIEF EXECUTIVE OFFICER, MANAGING MEMBER
LAMOLY, MICHAEL CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-05-02 $0.0 $0.0 0% 5 0 0%
2025-04-21 $0.0 $0.0 0% 5 0 0%
2024-04-02 $0.0 $0.0 11% 5 0 0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
NY, AK-10/17/2024, AL-10/17/2024, AR-10/17/2024, AZ-10/17/2024, CA-10/17/2024, CO-10/17/2024, CT-10/17/2024, DC-10/17/2024, DE-10/17/2024, FL-10/23/2023, GA-10/23/2023, HI-10/17/2024, IA-10/17/2024, ID-10/17/2024, IL-10/23/2023, IN-10/23/2023, KS-10/17/2024, KY-10/23/2023, LA-10/17/2024, MA-10/17/2024, MD-10/17/2024, ME-10/17/2024, MI-10/23/2023, MN-10/17/2024, MO-10/17/2024, MS-10/17/2024, MT-10/17/2024, NC-10/23/2023, ND-10/17/2024, NE-10/17/2024, NH-10/17/2024, NJ-10/23/2023, NM-10/17/2024, NV-10/17/2024, NY-10/23/2023, OH-10/23/2023, OK-10/17/2024, OR-10/17/2024, PA-10/17/2024, PR-10/17/2024, RI-10/17/2024, SC-10/23/2023, SD-10/17/2024, TN-10/23/2023, TX-10/17/2024, UT-10/17/2024, VA-10/17/2024, VI-10/17/2024, VT-10/17/2024, WA-10/17/2024, WI-10/17/2024, WV-10/23/2023, WY-10/17/2024
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV