Aspire Private Capital is an investment advisor in Cornelius with $339.36 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272610171
SEC advisor number
801-113754
FINRA CRD number
154116
AUM ?
$388.28 mm
(as of 27 Mar 24)
Accounts
1,740
(as of 27 Mar 24)
Employees
8
(8 investment advisory or research)
Address
Aspire Private Capital
19410 JETTON RD SUITE 110
CORNELIUS
NC 28031
19410 JETTON RD SUITE 110
CORNELIUS
NC 28031
Phone
704-237-9927
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22