ASPIRE PRIVATE CAPITAL, LLC

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Aspire Private Capital is based out of Conrelius. Aspire Private Capital is a large advisory firm with 663 clients and discretionary assets under management (AUM) of $174,608,997 (Form ADV from 2018-09-25). Their last reported 13F filing for Q4 2018 included $173,125,000 in managed 13F securities and a top 10 holdings concentration of 36.68%. Aspire Private Capital's largest holding is SPDR S&P 500 ETF Trust with shares held of 50,792. Whalewisdom has at least 2 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 2.83%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ASPIRE PRIVATE CAPITAL
19410 JETTON ROAD SUITE 110
CORNELIUS NC    28031
Country: United States

Business Phone: 704-237-9927
Fax: 704-237-9955
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NC
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 8,790,410
Total Number of Clients: 663
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.D (1),11.D (2),11.D (3),11.D (4),11.D (5)
Data above was derived from SEC filings.

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ASPIRE PRIVATE CAPITAL, LLC

ownership team - last updated 2018-06-29
Name Title Start Date Direct/Indirect % Ownership
PHILPOTT, JOHN, BRYAN MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER 05/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ASPIRE PRIVATE CAPITAL, LLC MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER direct 2010-05-01
KELLY, THOMAS, KEITH MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ASPIRE PRIVATE CAPITAL, LLC MEMBER direct 2014-01-01

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