ASPIRIANT LLC Overview

Aspiriant Llc is an investment advisor that manages 8.4 BN dollars in regulatory AUM and has 130 employees, of which 60 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/08 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 12% of the manager's regulatory AUM.

ASPIRIANT LLC StockAlpha

-9.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

ASPIRIANT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MLPI 11.68% ETF -3.92% -0.75% 20 1%
ACWV 10.2% ETF -5.29% -0.72% 9 1%
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FEATURED IN
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ASPIRIANT LLC Founders and Key Employees

Name Title In Position Since
Kenneth J. Anderson Director January-2008
Robert J. Francais Chief Executive Officer November-2009
Marc S. Primiani General Counsel January-2008
Michael H. Kossman Chief Operating Officer/Chief Compliance Officer/Director August-2012
Karen R. Blodgett Director January-2008
Robert M. Wagman Chairman November-2009
Thomas G. Tracy Chief Client Officer November-2009
Brett A. Gookin Director July-2008
Bret Magpiong Chief Financial Officer August-2012
Michael B. Weissman Director May-2013
Carl D. Forster Director January-2015

ASPIRIANT LLC Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro

ASPIRIANT LLC Investment Strategy

ITEM 8


Methods of Analysis, Investment Strategies and Risk of Loss

When we begin our work together, we will first quantify your financial goals to ensure we have a mutual understanding of what you want to accomplish with your investments. We then suggest an investment management program personalized to your needs and your ability to endure market changes. Your portfolio allocations outlined in the investment management program that we develop with you is the result of two major steps:

1. We create “capital market expectations” (CMEs), meaning a multi-year market outlook on investment markets that helps us create standard portfolios. We develop an “equilibrium” set of CMEs that represent longer term periods used for financial planning purposes, and a “market cycle” set of CMEs for developing recommended asset allocations used in nearer term portfolio recommendations ; and
2. We help you select a st...
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ASPIRIANT LLC Portfolio Concentration

ASPIRIANT LLC Location

50 CALIFORNIA STREET
SUITE 2600
SAN FRANCISCO, California
UNITED STATES, 94111

ASPIRIANT LLC Contact Information

Phone Number: 415-371-7800
Fax Number: 415-371-7801
Website:

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