ASPECT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
175357
Registered since
April 1, 2015

Firm profile

FINTRX

Overview

Aspect Management, LLC is a privately held investment adviser organized as an LLC and registered with the SEC since 2015. The firm operates as an adviser and sponsor and serves as a general partner and managing member of pooled investment vehicles. It does not market itself as an ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser in the available data. Public filings and fund listings indicate its primary activity is managing private funds rather than providing retail advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JENNIFER FONSTAD

    Managing PartnerCRD 6047465

  • THERESIA GOUW

    Co-FounderCRD 6473127

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
555 Bryant St
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth