Investment adviser · CRD 169854

ASPIRATION FUND ADVISER, LLC

Investment adviser filing (IA)

MARINA DEL REY, CA, United States · Form ADV filed Jul 17, 2024

Regulatory AUM
$147M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Investment companies1$147,009,436100.0%
Filing source

Form ADV 1889705 · Jul 17, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 17, 2024. View historical filings

Reported services

Investment company portfolio management

Compensation

Not reported in these imported fields

Principal office

4551 GLENCOE AVE, SUITE 300
MARINA DEL REY, CA, 90292, United States

CRD 169854

Filing source

Form ADV 1889705 · Jul 17, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.