Data / Form D filings / Aspiriant Holdings, LLC
Aspiriant Holdings, LLC: Form D filing
Aspiriant Holdings, LLC, an investing company in Los Angeles, CA, filed a Form D with the SEC in 2026. The latest, on October 14, 2026, reports $7.3 million sold of a $7.3 million offering to 32 investors.
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Company details from the filing
- Address
- 11100 SANTA MONICA BLVD. SUITE 500, Los Angeles, CA, 90025
- Phone
- (310) 806-4000
- Industry
- Investing
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 504
- SEC identifier (CIK)
- 1554147
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Oct 14 | Amendment | $7,337,584 | $7,337,584 | 32 | Sep 30 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Robert J. Francais | Executive Officer, Director | Chief Executive Officer |
| John D. Allen | Executive Officer | Chief Investment Officer |
| Summer Hammons | Executive Officer | Chief People Officer |
| Lynne Born | Executive Officer | Chief Practice Officer |
| Sandi Bragar | Executive Officer | Chief Client Officer |
| Ryan Benson | Director | Director in Wealth Management |
| Marc Castellani | Director | Managing Director in Investment Strategy and Research |
| Helen Dietz | Director | Managing Director in Total Wealth Management |
| Andrew Putterman | Director | Independent Director |
| Jeanette Gorgas | Director | Independent Director |
| Michael Lavalle | Executive Officer | Secretary; General Counsel |
| Shanda Gentry | Executive Officer | Chief Compliance Officer |
| Alec Manoukian | Executive Officer | Chief Technology Officer |
| Young Kim | Executive Officer | Chief Client Service Operations Officer |
| Gavin Neil | Director | Director in Wealth Management |
Other investing companies in California that filed recently
- CXVN, LP offering · Oct 21
- Qervan Exchange Inc. offering · Oct 14
- NPX Exchange Ltd offering · Oct 8
- Sage AM Coinvest LP offering · Oct 6
Every Form D from the week of Oct 12 · All recent filings in California · All recent Investing filings
Read from SEC EDGAR. Amount sold is what Aspiriant Holdings, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.