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ASPIRE STRATEGIST PORTFOLIOS LLC
CRD 327902File 801-128944
APPROVED
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 6 | 1 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.