ASPIRE STRATEGIST PORTFOLIOS LLC
Adviser information for ASPIRE STRATEGIST PORTFOLIOS LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 13 | $29.8M |
| Total | 13 | $29.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 5 | $29.8M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128944 |
|---|---|
| SEC ERA File Number | 801-128944 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327902 |
| Legal Entity Identifier | None |
Principal Office
99 WALL STREET SUITE 1448NEW YORK
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 212 292 3177, Fax: None
Chief Compliance Officer
MICHAEL LAMOLY
99 WALL STREET SUITE 1448
NEW YORK
NY
United States
Tel:
929 422 2809
M*************@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VELA AZURE HOLDINGS LLC | Domestic Entity | – | MANAGING MEMBER | 07/2023 | > 75% |
| THOMPSON, MICHAEL, GORDON | Individual | – | CHIEF EXECUTIVE OFFICER | 07/2023 | < 5% |
| LAMOLY, MICHAEL | Individual | – | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |
| THOMPSON, MICHAEL, GORDON | Individual | VELA AZURE HOLDINGS LLC | MANAGING MEMBER | 08/2023 | 50-75% |