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ASPIRIANT, LLC

Business and Investment Profile

The ASPIRIANT, LLC is a privately held investment adviser that advises $22.46Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. ASPIRIANT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 16.94% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 18.32 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 11100 SANTA MONICA BLVD SUITE 500, LOS ANGELES, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 218 employees comprised of 105 investment and 113 non-investment staff. The total number of Employees increased by 23.16% over the last 5-years.

Asset Profile

Their $22.46Bn in assets advised are owned by 0 private funds, 6 public funds and BDCs and 44 other accounts. Assets of High Net Worth Individuals clients own $16.6Bn or 73.92% of Total Assets and Investment Companies (IC) own $4.56Bn or 20.3% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Multi Strat and Long/Short Equity, representing 36.46%, 32.11% and 31.43% of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).

Service Provider Profile

The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

ASPIRIANT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ASPIRIANT, LLC

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Keywords: Aspiriant
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