White Aspen Capital LLC

Overview

White Aspen Capital LLC is an independent, individual-owned registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm provides financial planning and discretionary portfolio management focused on individuals and small businesses, and bills clients through a mix of percentage-of-AUM and fixed fees. Filings indicate the adviser is not positioned as a capital allocator, is not an active ESG investor, and does not list multi-state adviser status or pension consultant services.

Assets & Accounts

Public Holdings

Investments & Alternatives