The ASPIRE STRATEGIST PORTFOLIOS is a privately held investment adviser that advises $62.17mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASPIRE STRATEGIST PORTFOLIOS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets remained the same over the last few years.
The Group has been registered with the SEC for 2.77 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 99 WALL STREET SUITE 1448, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees remained the same over the last few years.
Their $62.17mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Other Investment Advisers clients total $62.17mn or 100% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 1 types of clients, top clients are Other Investment Advisers.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ASPIRE STRATEGIST PORTFOLIOS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.