The ASPEN STANDARD GROUP is a privately held investment adviser that advises $9.57Bn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. ASPEN STANDARD GROUP 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 75.11% over the last 5-years.
The Group has been registered with the SEC for 30.03 years and is comprised of 3 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 36 WASHINGTON STREET, SUITE 280, WELLESLEY, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 76 employees comprised of 34 investment and 42 non-investment staff. The total number of Employees increased by 28.81% over the last 5-years.
Their $9.57Bn in assets advised are owned by 21 private funds, 1 public fund and BDCs and 92 other accounts. Assets of High Net Worth Individuals clients own $6.82Bn or 71.24% of Total Assets and Charitable Organizations own $1.94Bn or 20.31% of Total Assets.
The Group's top investment strategies include Fund of Funds and Long/Short Equity, representing 55.55% and 44.45% of total assets, respectively.
They advise 7 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 21 private funds with $92.62mn in assets.
The Group discloses fixed fees and management fees.
ASPEN STANDARD GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.