Aspentree Capital Corporation

Overview

Aspentree Capital Corporation is a small, owner-managed investment adviser that provides fee-based, discretionary portfolio management primarily to high-net-worth individuals, families and a limited number of institutional clients. The firm’s advisory work centers on customized portfolio management for individuals and small businesses and it bills on a percentage-of-AUM basis. Aspentree reports a clear tilt toward equities and exchange-traded instruments as the principal tools for implementing client portfolios; it is not identified as an active ESG investor and it does not operate as a multi-state adviser. The firm’s scale and client mix suggest a personalized, boutique approach: low client counts, single-office operations and discretionary mandates that allow the adviser to tailor allocations at the account level. Classification information is limited, and Aspentree does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Location & Offices