Aspire Strategist Portfolios LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 327902
- Registered since
- October 23, 2023
- Website
- www.aspiresp.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers63.91%
- Other36.09%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aspire Strategist Portfolios LLC is an institutional RIA and capital allocator formed as an LLC and SEC-registered in 2023. The firm serves institutional clients, providing portfolio management for businesses or institutions and selecting third-party advisers to implement strategies. Its fee arrangements include both percentage-of-AUM and fixed fees. Aspire does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2
Michael Lamoly
Chief Operating Officer & Chief Compliance OfficerCRD 6378637
Michael Thompson
Chief Executive OfficerCRD 2176785
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 99 Wall St
- Time zone
- ET (UTC-5)
- Office locations
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