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Real Assets

Aspiriant Real Assets Fund

Aspiriant

Net Assets

$189.0M

1Y Return

+8.2%

Net Assets YoY

+5.1%

Formation

2020

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Portfolio Composition

Investment Type

Partnership Interests
57.88%
Mutual Funds
19.06%
Exchange-Traded Funds
12.99%
Membership Interest
6.70%
Non-Traded Real Estate Investment Trust
2.80%
Short-Term Investment
1.10%

Strategy

Private Real Estate
48.90%
Public Marketable Securities
32.00%
Infrastructure
11.50%
Long/Short
10.30%
Private Credit
6.00%
Money Market
1.10%

Portfolio composition data sourced from regulatory filings.

Sekond Liquidity Risk Profile

Real-time liquidity intelligence powered by regulatory filings and proprietary analysis.

Current Repurchase Window
StatusOPEN
Cap5.0%
Redemption Waterfall
StatusOPEN
Cap5.0%
Third Party Offers
StatusOPEN
Cap5.0%
Liquidity Runway — Stressed Scenarios
StatusOPEN
Cap5.0%
Liquidity Composition
StatusOPEN
Cap5.0%
Redemption Context
StatusOPEN
Cap5.0%

Summary Metrics

Liquidity RiskB+
Runway

5Q

Fill Rate

92%

Fee Impact

1.45%

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About This Fund

The Aspiriant Real Assets Fund is a '40 Act registered closed-end investment vehicle managed by Aspiriant, LLC. It operates as a fund of funds, investing primarily in Investment Funds that hold equity, debt, and other economic interests in real assets. The fund targets real estate, infrastructure, commodities, and related securities across U.S. and foreign markets. Under normal circumstances, at least 80% of net assets are invested in real asset strategies. The fund offers quarterly limited liquidity through repurchase offers and seeks long-term capital appreciation.

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