Aspect Partners, LLC
● SEC registered since 2022CRD 307273SEC# 801-126851Fairfax, VA
Reg. AUM
$418.2M
Employees
8
Accounts
973
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 $418.2 million in regulatory assets under management and employs 8 people.
Aspect Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bard Daniel Malovany Control | Owner & Principal | Over 75% | 2022 |
| Lindsey Andrea Vardi Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Aspect Partners, LLC manage?
Aspect Partners, LLC reports $418.2 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
| Address | 2677 Prosperity Ave, Suite 380, Fairfax, VA 22031 |
| Phone | 703-916-8400 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$418.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$418.2Mregulatory AUM
Discretionary $411.8MNon-discretionary $6.4M