Aspire Strategist Portfolios LLC
● SEC registered since 2023CRD 327902SEC# 801-128944New York, NY
Reg. AUM
$97.3M
Employees
5
Accounts
423
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 $97.3 million in regulatory assets under management and employs 5 people.
Aspire Strategist Portfolios LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Gordon Thompson Control | Chief Executive Officer | Under 5% | 2023 |
| Michael Lamoly Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2023 |
| Vela Azure Holdings LLC Control | Managing Member | Over 75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Aspire Strategist Portfolios LLC manage?
Aspire Strategist Portfolios LLC reports $97.3 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
| Address | 99 Wall Street Suite 1448, New York, NY 10005 |
| Phone | 212 292 3177 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$97.3M▲ 193%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$97.3Mregulatory AUM
Discretionary $62KNon-discretionary $97.2M