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 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/08 to 06/30/21. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
ASPIRIANT LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ASPIRIANT LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ACWV | 15.7% | ETF | 3.03% | -0.39% | 4 | 0% | ||
| VBR | 11.7% | ETF | 4.13% | -0.39% | 1 | 0% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
ASPIRIANT LLC Portfolio Concentration
ASPIRIANT LLC Location
50 CALIFORNIA STREET
SUITE 2600
SAN FRANCISCO, California
UNITED STATES, 94111
SUITE 2600
SAN FRANCISCO, California
UNITED STATES, 94111
ASPIRIANT LLC Contact Information
Phone Number: 415-371-7800
Fax Number: 415-371-7801
Website: http://www.aspiriant.com
Fax Number: 415-371-7801
Website: http://www.aspiriant.com
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