Aspire Macro, LLC (New York)

Name: Aspire Macro, LLC
Address: 1 Rockefeller Center, New York, NY, 10020
Telephone: 203-550-7150

Aspire Macro, LLC is a mid-sized advisory firm based in New York. It manages $25.03 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of New York.

Aspire Macro provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aspire Macro: assets under management

The assets under management (AUM) of Aspire Macro, LLC is $25.03 million, all of which is managed in discretionary accounts. $15.4 million of the total AUM is attributable to clients outside of the United States.

The firm manages $25.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.93 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aspire Macro, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Aspire Macro serves?

The only and largest group of clients of Aspire Macro is high net worth individuals with 12 clients and $14.25 million of assets under management. Among the 2 most similar advisory firms, Aspire Macro has the lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $14.25 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 20% of the firm’s clients are foreign persons or businesses.

Aspire Macro doesn't advise any private funds.

Careers at Aspire Macro, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Manuel Enrique Mejia Aoun	Ceo/co-founder/cco	1 Aug 2016	50% - 75%	1084563
Urvish Rajaram Bidkar	Head of research/co-founder	1 Aug 2017	25% - 50%	2993355
Matthew E Mejia Johnston	Member	1 Aug 2017	Other	6685031
Margot Mejia Johnston	Member	1 Aug 2017	Other	7074767
Lisa Maria Lafianza	Chief financial officer	1 Jul 2019	Other	1487548

Based in New York

The principal office where Aspire Macro, LLC performs its advisory services is located at 1 Rockefeller Center, New York, NY 10020, 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 203-550-7150. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at linkedin.com/company/aspire-macro-llc/about/ and its LinkedIn profile.