Investment adviser · CRD 146720
ASPIRIANT, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $18B Form ADV · Item 5.F
- Client accounts
- 12,173 Accounts, not individual clients
- Employees
- 218 Reported in this filing
- Advisory professionals
- 105 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 |
|---|---|---|---|
| High-net-worth individuals | 1,683 | $16,601,436,000 | 92.0% |
| Corporations & businesses | 29 | $712,417,000 | 3.9% |
| Charities | 13 | $322,963,000 | 1.8% |
| Individuals | 627 | $259,007,000 | 1.4% |
| Investment companies | 3 | $149,276,000 | 0.8% |
| Retirement plans | Fewer than 5 | $4,198,000 | 0.0% |
Filing source
Form ADV 2126988 · Aug 21, 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
6 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.
ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND, L.P.Other Private Fund · Last reported Jan 4, 2016$326MGross asset value
Form D fundraising filings
Advanced Capital Intelligence Global Income Opportunities Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3272707059
- Reported beneficial owners
- 98
- Minimum commitment
- $500K
- Form D file number
- 021-122452
Form ADV 964708 · Jan 4, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL REAL ESTATE OPPORTUNITIES, L.P.Real Estate Fund · Last reported May 4, 2021$166MGross asset value
Form D fundraising filings
GLOBAL REAL ESTATE OPPORTUNITIES LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY
PCAOB 925
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-4814366019
- Reported beneficial owners
- 138
- Minimum commitment
- $500K
- Form D file number
- 021-99001
Form ADV 1538645 · May 4, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
GLOBAL CAPITAL OPPORTUNITIES, L.P.Private Equity Fund · Last reported May 4, 2021$152MGross asset value
Form D fundraising filings
GLOBAL CAPITAL OPPORTUNITIES LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY
PCAOB 925
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-5107992942
- Reported beneficial owners
- 101
- Minimum commitment
- $500K
- Form D file number
- 021-123647
Form ADV 1538645 · May 4, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES, (CAYMAN) LTD.Real Estate Fund · Last reported Mar 29, 2012$36.9MGross asset value
Form D fundraising filings
Advanced Capital Intelligence Global Real Estate Opportunities (Cayman), Ltd.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-3852630465
- Reported beneficial owners
- 94
- Minimum commitment
- $500K
- Form D file number
- 021-127798
Form ADV 620087 · Mar 29, 2012 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.Real Estate Fund · Last reported May 25, 2017$8.55MGross asset value
Form D fundraising filings
Advanced Capital Intelligence Global Real Estate Opportunities (TE), L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-6422087779
- Reported beneficial owners
- 86
- Minimum commitment
- $500K
- Form D file number
- 021-255301
Form ADV 1111527 · May 25, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES, (CAYMAN) LTD.Private Equity Fund · Last reported May 25, 2017$8.01MGross asset value
Form D fundraising filings
Advanced Capital Intelligence Global Capital Opportunities (Cayman), Ltd.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-3320342821
- Reported beneficial owners
- 84
- Minimum commitment
- $500K
- Form D file number
- 021-127799
Form ADV 1111527 · May 25, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
11100 SANTA MONICA BLVD, SUITE 500LOS ANGELES, CA, 90025, United States
CRD 146720
Filing source
Form ADV 2126988 · Aug 21, 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.