Form D · Investing

Aspiriant Holdings, LLC

Los Angeles, CA · CIK 0001554147

Offering snapshot reported Oct 14, 2026 · SEC filing

Reported sold
$7.34M
Offering amount: $7.34M
Investors reported
32
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Sep 30, 2018
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$3.97M$7.94MJul 8, 2021: $1,303,222.00Jul 8, 2021Jan 27, 2022: $3,239,105.00May 13, 2022: $7,944,875.00May 12, 2023: $5,466,621.00Jul 13, 2023: $1,142,686.00May 14, 2024: $1,320,341.00May 13, 2025: $3,133,373.00Jan 14, 2026: $4,798,625.00May 14, 2026: $6,920,334.00Jul 10, 2026: $7,216,550.00Oct 14, 2026: $7,337,584.00Oct 14, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$7,216,550 → $7,337,584
  • Reported investors35 → 32

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 14, 2026Amendment$7,337,584$121,034vs Jul 10, 202632SEC filing
Jul 10, 2026Amendment$7,216,550$296,216vs May 14, 202635SEC filing
May 14, 2026Amendment$6,920,334$2,121,709vs Jan 14, 202628SEC filing
Jan 14, 2026Amendment$4,798,625$1,665,252vs May 13, 202529SEC filing
May 13, 2025Amendment$3,133,373$1,813,032vs May 14, 202429SEC filing
May 14, 2024Amendment$1,320,341$177,655vs Jul 13, 202318SEC filing
Jul 13, 2023Amendment$1,142,686-$4,323,935vs May 12, 202310SEC filing
May 12, 2023Amendment$5,466,621-$2,478,254vs May 13, 202225SEC filing
May 13, 2022Amendment$7,944,875$4,705,770vs Jan 27, 202216SEC filing
Jan 27, 2022Amendment$3,239,105$1,935,883vs Jul 8, 202116SEC filing
Jul 8, 2021Amendment$1,303,222No comparisonNot reportedSEC filing
May 11, 2021Amendment$2,762,463No comparisonNot reportedSEC filing
Jan 15, 2021Amendment$1,721,781-$1,230,702vs May 14, 202012SEC filing
May 14, 2020Amendment$2,952,483$147,068vs Jan 15, 202020SEC filing
Jan 15, 2020Amendment$2,805,415$80,025vs May 16, 201917SEC filing
May 16, 2019Amendment$2,725,390-$54,382vs Jan 11, 201919SEC filing
May 15, 2019Amendment$4,947,193$2,167,421vs Jan 11, 201925SEC filing
Jan 11, 2019Amendment$2,779,772$2,740,433vs Oct 11, 201821SEC filing
Oct 11, 2018Initial$39,339No comparison3SEC filing
May 7, 2018Initial$2,370,795No comparison11SEC filing
Oct 4, 2017Initial$265,731No comparison6SEC filing
Feb 15, 2017Initial$800,000No comparison2SEC filing
Jan 11, 2017Initial$1,245,559No comparison17SEC filing
Jan 4, 2017Initial$5,044,698No comparison1SEC filing
Jan 15, 2016Initial$953,746No comparison4SEC filing
Jul 13, 2012Initial$4,585,958No comparison10SEC filing

Offering details

Securities
Equity
Exemptions
04
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-323372
The sale / award of securities to 32 investors, consisting of 31 accredited investors and 1 non-accredited investor, in the amount of $7,337,584 reflects the sales / awards consummated from 10/1/2025 to 9/30/2026.

Source: Form D, filed Oct 14, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
John D. Allen Executive
Kenneth J. Anderson Director
Ryan Benson Director
Karen Blodgett Director
Lynne Born Executive
Sandi Bragar Executive
Marc Castellani Director
Helen Dietz Director
Cammie Doder Executive
Michael Putman Fitzhugh Director
Carl R. Forster Director
Lorraine Fox Director
Robert J. Francais Director, Executive
Robert J. Francis Executive
Shanda Gentry Executive
Brett A. Gookin Director
Jeanette Gorgas Director
Summer Hammons Executive
Doug Hendrickson Executive
Douglas S. Hendrickson Executive
Neil Hokanson Director
Young Kim Executive
Michael H. Kossman Executive
Michael Lavalle Executive
Joanna L. Lohkamp Director
Bret Magpiong Executive
Alec Manoukian Executive
Marcelo Modica Director
Gavin Neil Director
Paul Nikolai Director
Mark Petrie Director
Marc S. Primiani Executive
Andrew Putterman Director
Timothy K. Reynolds Director
Gregory R. Schick Director
Jason Terrance Thomas Executive
Thomas Tracy Director
Robert M. Wagman Director
Michael B. Weissman Director

Issuer details

Industry: Investing (See others in industry)

Address:
11100 Santa Monica Blvd. Suite 500
Los Angeles, CA, 90025