Aspiration Fund Adviser, LLC is an investment adviser to an investment company based in Marina Del Rey. It manages $82.88 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Massachusetts.
Aspiration Fund Adviser provides portfolio management for investment companies and banking services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Aspiration Fund Adviser, LLC is $82.88 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3725% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The only and largest group of clients of Aspiration Fund Adviser is investment companies with 2 clients and $82.88 million of assets under management. Among the 5 most similar advisory firms, Aspiration Fund Adviser has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $82.88 million for 2 clients. None of the firm’s clients are foreign persons or businesses.
Aspiration Fund Adviser doesn't advise any private funds.
The company employs 21 people that are either part- or full-time employees. 5 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 71 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Aspiration Fund Adviser, LLC performs its advisory services is located at 4551 Glencoe Ave, Marina Del Rey, CA 90292, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 424-228-8800. The normal business hours are 8:00 am to 5:00 pm m-f, 11:00 am-1:00 pm sat/sun on Other. You can find more information about the New York firm at aspiration.com.