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October 09, 2015 9:04 AM ET

Capital Markets

Company Overview of Aspiriant, LLC

Company Overview

Aspiriant, LLC is an employee owned investment manager. The firm also provides financial planning and family office services to its clients. It primarily provides its services to individuals typically high net worth individuals, pooled investment vehicles, charitable organizations, corporations, family limited partnerships, and trusts. The firm manages separate client focused portfolios for its clients. It invests in the public equity and fixed income markets across the globe. The firm also invests in mutual funds, exchange traded funds, and exchange traded notes. It seeks to invest in value stocks of small-cap and large-cap companies. The firm benchmarks the performance of its portfolio aga...

101 Second Street

Suite 1400

San Francisco, CA 94105

United States

Founded in 1991





Key Executives for Aspiriant, LLC

Chief Executive Officer, Principal, Chairman of the Managing Committee, and Member of the Business Development Committee
Chief Operating Officer and Principal
Director of Wealth Management, Principal, Member of Private Equity Committee, and Member of Real Assets Committee
Age: 60
Director of Finance and Administration, Principal, Member of Administration Committee, Member of Technology Committee, and Member of Operations Committee
Director of Wealth Management, Principal, Member of Real Assets Committee, and Chairman of Board of Directors
Compensation as of Fiscal Year 2015.

Aspiriant, LLC Key Developments

Aspiriant Opens Latest Office in Irvine, California

Aspiriant announced the opening of its latest office in Irvine, California, bringing the total number of locations across the U.S. to eight. Aspiriant is an innovative wealth management firm engineered to serve affluent clients and their families for generations and the firm is bringing its services to the Orange County market. Aspiriant clients get a custom mix of services that support their wealth management needs including investment management, tax planning, tax compliance, estate planning, document drafting, philanthropic planning and foundation management. Aspiriant’s full outsourced Family Office services are also available at the Orange County office.

Aspiriant Appoints Lorraine Fox as Director of Wealth Management

Aspiriant announced that Lorraine Fox has joined the company as Director of Wealth Management. Fox has 17 years of experience in diverse Bay Area firms. Before joining Aspiriant's San Francisco office, she worked in private wealth management at Silicon Valley boutique firms. Her early career was spent at high tech firms such as Sun Microsystems and Oracle Corporation. Besides the investment management roles she has held in her career, Fox has worked as a general partner and consultant for venture capital firms, an equity research analyst and a marketing executive.

Aspiriant Announces the Appointment of John Allen as Chief Investment Officer

Aspiriant has announced the appointment of John Allen as Chief Investment Officer. Allen is primarily responsible for leading the firm's overall Investment Strategy & Research Group. Allen, who is based in Los Angeles, brings an extensive background in private asset management and business development.

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