The ASPEN GROVE CAPITAL, LLC is a privately held investment adviser that advises $6.67Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ASPEN GROVE CAPITAL, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 78.9% over the last 5-years.
The Group has been registered with the SEC for 13.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 137 BENCHMARK ROAD SUITE C103B-2, AVON, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 22 employees comprised of 12 investment and 10 non-investment staff. The total number of Employees increased by 144.44% over the last 5-years.
Their $6.67Bn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $6.65Bn or 99.65% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $23.44mn or 0.35% of Total Assets.
The Group's top investment strategies include Digital Assets and Multi Strat, representing 70.43% and 29.57% of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ASPEN GROVE CAPITAL, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.