ASPECT PARTNERS, LLC

Overview

Aspect Partners, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves both high-net-worth individuals and institutional clients and acts as a capital allocator that selects and allocates to third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; it also operates as an insurance broker. Aspect Partners charges clients a mix of AUM-based fees and fixed fees and does not describe itself as an active ESG investor. The firm’s structure and stated activities position it as a multi-service wealth manager that combines direct portfolio management with outsourced manager selection. That combination, together with the firm’s explicit designation as a capital allocator, suggests a significant focus on constructing portfolios using both public funds and external alternative managers rather than running a predominantly in‑house active stock shop.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices