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ASPIRE STRATEGIST PORTFOLIOS LLC
CRD 327902File 801-128944
APPROVED
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$97.3M
Bottom 25% of cohort (national)
Discretionary AUM
$62K
Non-discretionary $97.2M
Clients
1
423 accounts
Employees
5
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 23, 2023
- Principal office
- 99 WALL STREET SUITE 1448, NEW YORK, NY, 10005
- Phone
- 212 292 3177
- Website
- https://www.aspiresp.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $97.3M
- Discretionary AUM
- $62K
- Non-discretionary AUM
- $97.2M
- Discretionary accounts
- 9
- Non-discretionary accounts
- 414
- Total accounts
- 423
- AUM per client
- $97.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $62.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 6 | 1 | decreased by5 |
| Apr 1, 2026 | Clients | 5 | 6 | increased by1 |
| Apr 1, 2026 | AUM | $33,244,416 | $97,275,988 | increased by$64,031,572 |
| Apr 1, 2026 | Accounts | 14 | 423 | increased by409 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASPIRE STRATEGIST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASPIRE STRATEGIST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.