ASPIRIANT HOLDINGS, LLC

Profile

Company Names

ASPIRIANT HOLDINGS, LLC

Addresses

11100 SANTA MONICA BLVD., SUITE 500, LOS ANGELES, CA 90025

11100 SANTA MONICA BLVD., SUITE 600, LOS ANGELES, CA 90025

Phone Numbers

310.806.4000

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

INVESTING

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$32,708,094.00

Number of Funding Rounds:

9
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
9
2018-12-31 
$7,944,875.00 
$7,944,875.00 
$0.00 
Equity 
8
2018-09-30 
$6,920,334.00 
$6,920,334.00 
$0.00 
Equity 
7
2018-04-30 
$4,947,193.00 
$4,947,193.00 
$0.00 
Equity 
6
2017-09-29 
$265,731.00 
$265,731.00 
$0.00 
Equity 
5
2017-01-31 
$800,000.00 
$800,000.00 
$0.00 
Equity 
4
2016-12-31 
$1,245,559.00 
$1,245,559.00 
$0.00 
Equity 
3
2016-12-20 
$5,044,698.00 
$5,044,698.00 
$0.00 
Equity 
2
2015-12-31 
$953,746.00 
$953,746.00 
$0.00 
Equity 
1
2012-06-30 
$4,585,958.00 
$4,585,958.00 
$0.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
JOHN 
 
ALLEN 
EXECUTIVE OFFICER
SONIM TECHNOLOGIES INC   |  BLUESTONE INVESTMENT PARTNERS, LP   |  IRON BOW HOLDCO, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  FLUOROFINDER, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  LOVE WILL INC.   |  ASPIRIANT HOLDINGS S5, LLC   |  ALPHATEC HOLDINGS, INC.   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP   |  BLUESTONE INVESTMENT PARTNERS II, LP   |  INTREPID SOLUTIONS + SERVICES HOLDINGS, LLC   |  STUDY, LLC   |  PROX CAPITAL HOLDINGS, LLC   |  TILLED, INC.   |  LIGHTHOUSE SUMMIT, LP   |  CBEYONDATA HOLDINGS, LLC   |  BLUESTONE INVESTMENT PARTNERS III-A, LP   |  BLUESTONE INVESTMENT PARTNERS III, LP   |  PRECISE SYSTEMS HOLDINGS, LLC   |  QUALIS HOLDINGS, LLC   |  QUALIS EMPLOYEE INVESTMENT VEHICLE I, LLC
JOHN 
D. 
ALLEN 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
KENNETH 
J. 
ANDERSON 
DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC
RYAN 
 
BENSON 
DIRECTOR
LAKE RESTORATION SOLUTIONS, LLC   |  ASPIRIANT HOLDINGS, LLC   |  CAMAS VIEW CONDOS LLC
KAREN 
 
BLODGETT 
DIRECTOR
ASPIRIANT HOLDINGS S5, LLC   |  ASPIRIANT HOLDINGS, LLC
KAREN 
R. 
BLODGETT 
DIRECTOR
ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC
KAREN 
RUTH 
BLODGETT 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
LYNNE 
 
BORN 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
SANDI 
 
BRAGAR 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
MARC 
 
CASTELLANI 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP   |  ASPIRIANT HOLDINGS, LLC
HELEN 
 
DIETZ 
DIRECTOR
ASPIRIANT HOLDINGS, LLC
CAMMIE 
 
DODER 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT, LLC
MICHAEL 
PUTMAN 
FITZHUGH 
DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC
CARL 
D. 
FORSTER 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
CARL 
R. 
FORSTER 
DIRECTOR
ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT, LLC
LORRAINE 
 
FOX 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ASPIRIANT, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
ROBERT 
J. 
FRANCAIS 
EXECUTIVE OFFICER, DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC
ROBERT 
J. 
FRANCIS 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
SHANDA 
 
GENTRY 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
BRETT 
A. 
GOOKIN 
DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC
JEANETTE 
 
GORGAS 
DIRECTOR
ASPIRIANT HOLDINGS, LLC
SUMMER 
 
HAMMONS 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT, LLC
DOUG 
 
HENDRICKSON 
EXECUTIVE OFFICER
TESTINGMOM.COM, LLC   |  ASPIRIANT, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S5, LLC
DOUGLAS 
S. 
HENDRICKSON 
EXECUTIVE OFFICER
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP   |  ASPIRIANT HOLDINGS, LLC
NEIL 
 
HOKANSON 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
YOUNG 
 
KIM 
EXECUTIVE OFFICER
NUECES CAPITAL LTD   |  DENVER CB CENTER 1 LLC   |  S BHBB HOLDINGS, LLC   |  MANHATTAN REAL ESTATE FUND, LP   |  NATUREBOX, INC.   |  TERRAMINO INC.   |  KORA OLYMPIC, LLC   |  NYSE STAR CORP.   |  ASPIRIANT HOLDINGS, LLC
MICHAEL 
H. 
KOSSMAN 
EXECUTIVE OFFICER, DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC
MICHAEL 
 
LAVALLE 
EXECUTIVE OFFICER
GOJEE, INC.   |  MILL CREEK WILSHIRE PRIVATE EQUITY 2022, L.P.   |  SUMMIT HILL ALTERNATIVE YIELD FUND, L.P.   |  ASPIRIANT HOLDINGS, LLC
JOANNA 
L. 
LOHKAMP 
DIRECTOR
ASPIRIANT HOLDINGS, LLC
BRET 
 
MAGPIONG 
EXECUTIVE OFFICER
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES (CAYMAN), LTD.   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
ALEC 
 
MANOUKIAN 
EXECUTIVE OFFICER
ASPIRIANT HOLDINGS, LLC
MARCELO 
 
MODICA 
DIRECTOR
ASPIRIANT HOLDINGS, LLC
GAVIN 
 
NEIL 
DIRECTOR
ASPIRIANT HOLDINGS, LLC
PAUL 
 
NIKOLAI 
DIRECTOR
GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT, LLC
MARK 
 
PETRIE 
DIRECTOR
ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ASPIRIANT, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
MARC 
S. 
PRIMIANI 
EXECUTIVE OFFICER
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  ASPIRIANT HOLDINGS S5, LLC
ANDREW 
 
PUTTERMAN 
DIRECTOR
DISCRETIONARY MANAGED FUTURES FUND LLC   |  GLOBAL EVENT DRIVEN FUND LLC   |  SMALL CAP LONG SHORT FUND LLC   |  IRONWOOD PARTNERS ACCESS FUND LLC   |  DIRECTIONAL QUANTITATIVE EQUITY FUND LLC   |  FORTIGENT HOLDINGS COMPANY, INC.   |  CMS/BARLOW LONG SHORT EQUITY FUND LLC   |  CMS IRONWOOD MULTI STRATEGY FUND LLC   |  STEBEN SELECT MULTI-STRATEGY MASTER FUND   |  ASPIRIANT HOLDINGS, LLC
TIMOTHY 
K. 
REYNOLDS 
DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC
GREGORY 
R. 
SCHICK 
DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.
JASON 
TERRANCE 
THOMAS 
EXECUTIVE OFFICER
ASPIRIANT INVESTMENT ADVISORS, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL INCOME OPPORTUNITIES FUND LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES (CAYMAN), LTD.   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (CAYMAN), LTD.   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC
THOMAS 
 
TRACY 
DIRECTOR
ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS 4, LLC   |  WELLER ICE, LLC   |  ASPIRIANT HOLDINGS, LLC
THOMAS 
G. 
TRACY 
EXECUTIVE OFFICER, DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL CAPITAL OPPORTUNITIES LP   |  ADVANCED CAPITAL INTELLIGENCE GLOBAL REAL ESTATE OPPORTUNITIES (TE), L.P.   |  ASPIRIANT HOLDINGS S5, LLC   |  GLOBAL REAL ESTATE OPPORTUNITIES LP   |  GLOBAL CAPITAL OPPORTUNITIES LP
ROBERT 
M. 
WAGMAN 
EXECUTIVE OFFICER, DIRECTOR
ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT HOLDINGS 4, LLC
MICHAEL 
B. 
WEISSMAN 
DIRECTOR
ASPIRIANT HOLDINGS S3, LLC   |  ASPIRIANT, LLC   |  ASPIRIANT HOLDINGS, LLC   |  ASPIRIANT HOLDINGS 4, LLC
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2026-05-14
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2026-01-14
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2025-05-13
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2024-05-14
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2023-07-13
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2023-05-12
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2022-05-13
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2022-01-27
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2021-07-08
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2021-05-11
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2021-01-15
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2020-05-14
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2020-01-15
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-12-31 
2019-05-16
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2019-05-15
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-04-30 
2019-01-11
D/A
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-04-30 
2018-10-11
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-09-30 
2018-05-07
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2018-04-30 
2017-10-04
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2017-09-29 
2017-02-15
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2017-01-31 
2017-01-11
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2016-12-31 
2017-01-04
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2016-12-20 
2016-01-15
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2015-12-31 
2012-07-13
D
Link
INVESTING 
 
DECLINE TO DISCLOSE 
Equity 
2012-06-30 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#