ASPEN GROVE CAPITAL, LLC

Overview

Aspen Grove Capital, LLC is an independent registered investment adviser that operates as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm has been SEC-registered since 2013 and is organized as an LLC with a domestic ownership structure. Its advisory offering combines traditional wealth-management services—financial planning and portfolio management for individuals and pooled vehicles—with manager selection and sponsor/GP roles for pooled investments. Aspen Grove also reports CPO/CTA activity. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. The firm does not present itself as an active ESG investor and is not listed as a multi-state adviser. The business model indicates active involvement in running and placing private pooled vehicles in addition to managing discretionary and non-discretionary client mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives