SourcingSourcing

AFT US CAPITAL LLC

C42
CRD 335448·SEC 801-134095·SAN FRANCISCO, CA
AUM
$214
<$25M
Est. Revenue
$2.14
@ 1% on AUM
Est. EBITDA
$0.642
@ 30% margin
Est. Deal Value
$5.136
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AFT US CAPITAL LLC
CRD
335448
SEC file #
801-134095
EIN
—
DBA names
—

Economics

AUM
$214
AUM band
<$25M
AUM trajectory
'25'26
$216 → $214▼ -1%
Client mix
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
aspireapp.com/us/treasury

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASPIRE FINANCIAL TECHNOLOGIES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
ASPIRE FINANCIAL TECHNOLOGIES
BARONCHELLI, ANDREA, ANTONIO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ASPIREAPP.COM
Rdap Domain Creation Date
2015-02-12T19:41:37Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-12T19:41:37Z
Rdap Domain Last Changed
2026-02-13T07:25:04Z
Rdap Nameservers
Ns-1481.awsdns-57.orgNs-1677.awsdns-17.co.ukNs-682.awsdns-21.netNs-69.awsdns-08.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
BARONCHELLI, ANDREA, ANTONIO
Executive Officer · 2.5%
8127243
SCARPA, TOMMASO, SIGIERI
Executive Officer · 2.5%
8232543