Investment adviser · CRD 327902
ASPIRE STRATEGIST PORTFOLIOS LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $97.3M Form ADV · Item 5.F
- Client accounts
- 423 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $62,167,036 | 63.9% |
| Other clients | 5 | $35,108,952 | 36.1% |
Filing source
Form ADV 2070018 · Mar 24, 2026 · 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 fundsThe 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: Mar 24, 2026. View historical filings
Reported services
Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
99 WALL STREET SUITE 1448NEW YORK, NY, 10005, United States
CRD 327902
Filing source
Form ADV 2070018 · Mar 24, 2026 · 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.